You Need a Map

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.

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You Need a Map

Achieve so much more

Every day we deliver future-focused financial solutions that transform lives. Our comprehensive advice helps you focus on the big picture and turn your financial goals into reality.
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Cardinal Pointe Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

Forbes Best-in-State Wealth Management Teams, 2026

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Financial advice with your taxes in mind
Financial advice with your taxes in mind
Even at their most basic level, tax rules can be complicated. Add in the nuances of investments and retirement planning and the complexity is further compounded. Whether you’re wondering about your tax bracket, worried about withholding too little or want to lower your taxable income, I can help. Together, with your tax professional, we can create an income tax planning strategy that reflects your needs and financial goals.

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