Forbes Best-in-State Wealth Management Teams, 2026
Review tax planning strategies throughout the entire year, not just during tax season.
Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
Ameriprise Financial Fixed Income Strategist Brian Erickson breaks down the concept of Federal Reserve independence and why it’s essential to the stability of the broader economy and global markets. (3:34)
Ameriprise Financial experts explore key economic drivers, stock market trends and fixed income strategies to help you navigate the year ahead. (8:44)
To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video
The Future of Asset Management
Helping clients navigate their future with clarity and confidence. Real wealth isn’t built overnight; it’s charted with intention. We help clients create a plan and path that reflects their purpose, values, and long-term vision.
Our planning process is built around you: interactive, adaptable, and grounded in real relationships. It’s not a static report; it’s a collaborative journey.
Objective advice without outside influence.
At Cardinal Pointe Financial Group, we do more than manage money. We invest in people: our clients, our profession, and our communities.
At Cardinal Pointe, your experience is built around a true team model. From lead advisors to niche specialists, we deliver consistent, coordinated care across every client touch point.
Strategic alliances for shared clients, shared growth, and shared success. We collaborate with CPAs, attorneys, and professionals to deliver a seamless planning experience for clients while enhancing business value for our partners.
How can personalized advice help you reach your financial goals? Let’s start with a conversation.
One-to-one financial advice. Exceptional client service.
Cardinal Pointe Financial Group
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.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2026 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 - 2026 Ameriprise Financial, Inc.