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.

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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.

Will tech stocks continue to lead the market? September 18, 2023 Read more

How stocks may react to a potential government shutdown September 18, 2023 Read more

View more markets and economic insights

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.

5 ways to navigate higher debt costs

5 ways to navigate higher debt costs

The rise in interest rates by the Federal Reserve is leading to higher borrowing costs and tightening credit standards for consumers. Ameriprise Fixed Income Strategist Brian Erickson shares actions that individuals can take to help cope with this new environment. (2:43)

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)

Financial advice I can count on

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)

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)

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)

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)