Heather C Leach

Heather C Leach

CFP®, ChFC®, CRPC®, CPWA®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options
  • What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
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  • Financial advice

    Services and solutions that work to fit your financial needs and priorities.
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Background and qualification information is available at FINRA's BrokerCheck website.

Mission Statement

We believe strongly that honesty and integrity are the foundation for all relationships. Working with your values and goals, our mission is to become an essential advisor in all aspects of your personal financial future. Our goal is to have a positive lasting impact on your life, by partnering with you to build, preserve, and enhance your long-term financial security through a wide range of personalized financial, advisory and investment planning services.

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

My videos

9 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)