Azure Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, Inc.
Client Satisfaction 4.7 / 5 rating based on 15 reviews 94.00

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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Azure Wealth Advisors - Our approach photo
What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.
Azure Wealth Advisors - Our approach photo

Honored to receive recognition in Forbes

We are honored to share that Cassidy E Tepper has been named to the Forbes Best-in-State Wealth Advisors list, 2019, awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. Cassidy's No. 1 priority is delivering personalized financial advice to help his clients achieve their goals. We’d like to thank our clients for their trust and the continued opportunity to work with you.

Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three-year period, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3
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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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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)