How we work

About us

Affirm Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, Inc., that uses investment, estate and tax planning strategies to address unique financial goals and integrate them into a comprehensive financial planning approach. We have a large presence in Arizona with offices in Peoria, Mesa and Tucson as well as a dedicated team of 19 professionals including ten financial advisors and nine various client service support specialists to serve our clients.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Insurance
  • Tax Planning Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Cash Flow Management Strategies
  • Small Business

Community participation

  • Clinica Esperanza, Honduras - Private Wealth Advisor, Stephen Harnden is a board member
  • Christ's Church of the Valley (CCV) - Private Wealth Advisor, Matthew MacLean is an active member as a Basketball and Football Coach for the CCV Stars
  • Peoria Chamber of Commerce - Members
  • Glendale Chamber of Commerce - Members

Our videos

7 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals