Advisor photo for Simon Wheeldon

Simon Wheeldon

Financial Advisor
Managing Director
WZ Financial Group
A financial advisory practice of Ameriprise Financial Services, LLC

  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

    Explore tax insights

  • About Ameriprise

    For 130 years, Ameriprise has been committed to putting clients’ needs first.
    Discover Ameriprise

  • How I work

    I provide personalized advice based on what’s most important to you.
    Work with me

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Prepare for all market conditions

Navigating changing markets can be a challenge. But sound financial advice can help you better position your portfolio to potentially take advantage of opportunities and mitigate loss. I am committed to understanding your goals and am here to provide personalized financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we build together is designed to factor in market ups and downs.
Contact me for a complimentary initial consultation to discuss your financial goals

Featured insights

  close
View more markets and economic insights

Ameriprise Recognized by J.D. Power

Ameriprise has been recognized by J.D. Power for providing “an outstanding customer service experience” for phone support to advisors. We're honored to be a part of an organization that delivers excellent support to advisors - allowing us to do the same for our clients.

Events

Family Love Letter - How Every Family Can Prepare

Estate Planning Informational Seminar

Cigar Tasting Event

Come join us for a Cigar tasting!

Retain your Brain: How to age proof your most valuable asset

Informational Seminar
View all events