Kimberlee Barrett-Johnson, Forbes Best-in-State Wealth Advisors, 2024
Our passion is helping you clarify and achieve your goals.
Meet the ArkWise Wealth advisory and client service team.
If you have questions or would like to schedule a complimentary initial consultation, get in touch.
Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
One-to-one financial advice
We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.
Personalized recommendations
We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings
We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.
Anytime access
At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.
Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.
As the 2024 U.S. elections draw closer, Ameriprise Financial experts share their insights on how the results may influence the broader market, economy and investments. These insights are not political statements from Ameriprise Financial, nor are they an endorsement of a particular candidate or political party. (13:40)
To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video
Please mark your calendars for Wednesday, September 18th, and plan to join us in serving our community! We will gather for the United Way Day of Caring kick-off event at Sentara Martha Jefferson Hospital (500 Martha Jefferson Drive) from 8:00-9:00am, and then serve together at the Botanical Garden of the Piedmont (950 Melbourne Road) from 9:00am-12:30pm.
Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.
Did you know: Live music can be a pain reliever? Or that viewing visual artwork can have an anti-inflammatory effect? Volunteering can lower your blood pressure? Good nutrition and learning a new language can reduce your risk for dementia? The Center at Belvedere offers a plethora of programs that address every dimension of wellness so you can live more years in good health, and they are hosting an Active Aging Fair on Saturday, September 28th from 10:00am to 2:00pm that is free and open to the public so that you can get a chance to experience these programs for yourself.
ArkWise Wealth is proud to partner with The Center to provide quality resources that encourage our community to be healthy, well, and active! We will be tabling at the fair along with several other partners of The Center to answer questions and discuss how we can best support you on your journey to age financially well. Bring a friend and come experience active aging for yourself!
How can personalized advice help you reach your financial goals? Let’s start with a conversation.
ArkWise Wealth
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2024 Ameriprise Financial, Inc.