Team profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

Contact us

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving
  • Small Business

Awards & recognition

  • Capital Wealth Advisory Group, Ameriprise Client Experience Award, 2021
  • Aaron Zimmer, Ultimate Digital Excellence Award, 2021

Community participation

Capital Wealth Advisory Group team volunteer day at The River Food Pantry
Capital Wealth Advisory Group team volunteer day at The River Food Pantry

The Capital Wealth Advisory Group is involved in many local community charities and events.