Advisor photo for J.R. Wagner

J.R. Wagner

CRPC, APMA

Private Wealth Advisor
Managing Partner of
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Reach your financial goals with more confidence

You may have many goals ahead — retirement, education, family events, travel — or be focused on a single need like saving for a new home. I tailor my advice to your goals and go beyond just investments to help you feel more confident across your full financial life.

Throughout the year, I help navigate the present while staying focused on your long-term goals. I analyze markets and the economy and track changes to taxes and legislation. You receive timely updates and recommendations, ongoing. As your needs change, I work with you to reevaluate your goals and update your overall financial strategy, always based on your time horizon and risk tolerance. At any time from any device, you can track your progress and review your portfolio.

My focus is on providing you with trusted advice and outstanding service so you can achieve your goals today and in the future.

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Financial advice with your taxes in mind

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence. To get started, request a complimentary initial consultation.