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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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.

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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.