Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Tax Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances

Awards & recognition

  • Dale Cebert, Ameriprise Circle of Success Chairman’s Advisory Council, 2020-2023
  • Dale Cebert, AdvisorHub Fast Growing Advisors to Watch, 2022
  • Michael Fraher, Ameriprise Circle of Success, 2005-2007
  • Michael Fraher, Five Star Wealth Manager, 2012-2014
  • Michael Fraher, Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

Cebert Wealth - Community participation photo