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, Forbes Best-in-State Wealth Management Teams, 2023

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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.

Honored to receive recognition

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.

Our videos

6 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.

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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)