Allegiance Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
Allegiance Wealth Management: An Ameriprise private wealth advisory practice serving the Bellevue, WA area.

Allegiance Wealth Management 2021 Recipient of the Ameriprise Client Experience Award

  • Proud to be recognized

    Ameriprise Client Experience Award winner

    Thank you
  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

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

Our approach

We are a team of collaborating advisors supported by excellent staff. As an Ameriprise private wealth advisory practice, we serve motivated individuals, families and businesses. The team's mission is to help our clients feel more confident by providing the planning and guidance needed to help them pursue their unique picture of financial peace of mind.

Honored to receive industry recognition

All of us at Allegiance Wealth Management are excited to announce that our colleagues, Dan Jiyamapa, Steven Jennings & Chase Ferderer, were named a 2022 Five Star Wealth Manager!

This recognition is a testament to the loyalty of our clients, the dedication of the Allegiance Wealth Management team and the great experience we work so hard to provide for our clients every day.

Our videos

5 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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.

view commentary

Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)