Circle in a Square Advisors

A private wealth advisory practice of Ameriprise Financial Services, Inc.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

At Circle in a Square Advisors, we provide personalized financial advice to help guide you on the path to a more confident future. Our team of advisors and staff members are eager to build a meaningful and effective relationship with you.

At your initial, no-obligation meeting, our primary job is to listen to you. We want to get to know you: to understand your goals, your concerns, and what you seek from a financial relationship. After our meeting, we will send you a summary of our discussion and a proposal that outlines how we would help you. We believe that quality advice includes implementation, and our on-going seasonal service model ensures that we will be with you every step of the way.

If you are looking for a full array of services, including financial planning, investment services, estate and tax planning, and asset protection strategies, you have come to the right place. Circle in a Square Advisors is here to help.

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The Ameriprise difference

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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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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)