Advisor photo for Susan Schwarm

Susan Schwarm

MBA, CFP®, CRPC

Private Wealth Advisor
Founder of
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Crunch the numbers

    Use these calculators to explore various saving, investing and tax scenarios.
    View calculators
  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team
  • Financial confidence

    See where you stand across key financial areas with the 3-Minute Confident Retirement® check.
    Take the check

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

View more markets and economic insights

Honored to be recognized in Forbes

I'm thrilled to share that I've been included on the 2024 Forbes Best-In-State Women Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to help clients achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the outstanding service you provide to all of our clients.