CIO Wealth Strategies: An Ameriprise private wealth advisory practice serving the Omaha, NE area.

CIO Wealth Strategies

A private wealth advisory practice of Ameriprise Financial Services, LLC

402.898.4600

Client Satisfaction 4.9 / 5 rating based on 140 reviews

About Ameriprise

For 125 years, Ameriprise has been committed to putting clients’ needs first.
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Your financial goals

Learn more about key financial and investment insights to help you achieve your goals.

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Market insights

Read the latest market and economic updates from Ameriprise experts.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting clients first; it’s what we do

We get to know our clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. We are committed to providing advice in your best interest, and we’re proud to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:

"Unbiased, puts my interest first"
"Investment ideas knowledgeable, timely, and tactical"
"Offers personal financial advice"

Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

All of us at CIO Wealth Strategies would like to congratulate David Knight on being named to the 2021 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients achieve their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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Inflation and bear market considerations for investors

Inflation and bear market considerations for investors

The arrival of a bear market has raised concerns for investors. Hear from Ameriprise Financial experts as they discuss the impact of inflation and rising rates, opportunities for investors and goal-specific investing strategies. (14:45)

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About CIO Wealth Strategies

About CIO Wealth Strategies

Get to know what makes us different and how we can help you reach your financial goals. (1:16)

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Will inflation become stagflation?

Will inflation become stagflation?

Inflation has been a significant issue for investors and consumers alike this year. Watch as Ameriprise Chief Economist, Russell Price discusses the outlook for inflation, stagflation and the financial markets. (3:28)

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Is Your Financial Plan Changing With The "Weather"?

Is Your Financial Plan Changing With The "Weather"?

This video uses a simple metaphor to explain how your financial strategy should adapt. If your financial plan hasn't changed to keep up with your financial goals, call us. (0:48)

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Yields rise – there’s a silver lining in there

Yields rise – there’s a silver lining in there

Higher fixed-income yields may result in more attractive terms, especially for income investors. Ameriprise Fixed Income Strategist Brian Erickson explains why. (3:01)

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Is Your Financial Strategy Changing With You?

Is Your Financial Strategy Changing With You?

For those in their 20s and 30s, a buy and hold strategy could be prudent. But for those getting closer to retirement?... (0:15)

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Does Your Financial Strategy Change With the Markets?

Does Your Financial Strategy Change With the Markets?

Remember what the markets did from 1965-1975? Or maybe 1999-2009? Our clients have personalized financial strategies that adapt to times like these. (0:32)

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Stop Asking Yourself Finance Questions

Stop Asking Yourself Finance Questions

Retirement? Taxes? Employee benefits? Kids' college savings? We all have finance questions. Want answers? Start asking the professionals. (0:18)

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How will taxes affect your retirement?

How will taxes affect your retirement?

See how permanent life insurance can provide protection, retirement income and tax advantages – all in one. (3:27)

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Be confident, connected and in control of your financial life

Be confident, connected and in control of your financial life

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)