Allegiance Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Allegiance Wealth Management: An Ameriprise private wealth advisory practice serving the Bellevue, WA area.

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Personalized advice

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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.

All of us at Allegiance Wealth Management are excited to announce that our colleagues, Dan Jiyamapa, Steven Jennings & Chase Ferderer, were named a 2023 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.

6 videos

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What recent bank failures may mean for investors

What recent bank failures may mean for investors

In light of recent bank failures, it’s important to take a long-term view. Chief Market Strategist Anthony Saglimbene explains what these events may mean for investors and the banking system. (3:34)

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Will my family be OK?

Will my family be OK?

When the unexpected happens, most people want to know “Will my family be ok?” Watch this stirring and provocative video that helps explain the power of being well protected. (12:49)

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What’s ahead for the housing market?

What’s ahead for the housing market?

Get the outlook on home sales, home prices and mortgage rates from Ameriprise Financial Chief Economist Russell Price. (3:39)

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The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

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Consider your chances

Consider your chances

There's a lot of chance you encounter along life's journey. If you're not planning for chance, chances are you're risking your financial future. (3:36)

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A legacy for generations

A legacy for generations

For Dan and Judy Toland, the family’s legacy had been passed on from generation to generation. A strategy using life insurance is now helping them carry it forward to yet another generation. (4:02)

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

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.

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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)