A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
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  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

At Bives & Associates, our mission is to help our clients develop a plan to preserve, grow, and protect their wealth that is consistent with their dreams and values – for today, tomorrow, and future generations.

We are passionate about empowering our clients to make decisions that will help them to feel more confident about their future. We take the time to understand what is truly important and offer personalized financial advice to help them prepare for the expected and unexpected in life. We are dedicated to continually deliver comprehensive financial planning and advice through a holistic personal approach. As a result, we believe you will feel more prepared going into these financial decisions and more informed coming out.

We believe that what we do has significance to the families we serve and the communities to which we are a part, giving each member of our team a strong sense of purpose each and every day.

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

The Ameriprise difference

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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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Staying on track when markets are volatile

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)