Azure Wealth Advisors

Our Approach

Tax center for clients

Online resources are available to help you during tax season. The Tax Center on ameriprise.com provides a variety of tools including tax calculator, a schedule of statement mailing dates, answers to frequently asked questions about cost basis reporting, and more.
To get started go to ameriprise.com/taxcenter.

More...

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


Client Satisfaction 4.7 out of 5 rating based on 15 reviews 94.00

 
 

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.

More...

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.

 
 

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.

Close

view commentary  

Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)