Confetti Wealth: An Ameriprise private wealth advisory practice serving the Edina, MN area.
Client Satisfaction 4.9 / 5 rating based on 86 reviews

  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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  • Your financial priorities

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

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

Prepare for all market conditions

Deciding the right next move in changing markets can be a challenge. But the right financial advice can help you best position your portfolio to take advantage of opportunities and mitigate loss. We are committed to understanding your goals and am here to provide personal financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we built together was designed to factor in market ups and downs. Contact us for a complimentary initial consultation to discuss your financial goals.

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Events

2023 SEMINAR SERIES: When Your Health and Your Money Intersect

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join this webinar to learn more about:

· Key health discussions and decisions

· How a little preparation goes a long way

· How your advisor can help

Please call: 1-844-621-3956 Meeting Number (Access Code): 2487 792 7630#

2023 SEMINAR SERIES: Things I Learned: A Caregiver’s Journey

When we become a caregiver, it often happens without warning, guidance or support. This session provides deeply meaningful ways to connect with family and loved ones when they are forced into the stressful role of a becoming a caregiver. In this presentation we will cover:

  • Resources for you to share to make a meaningful difference in their lives
  • Understanding what is really needed in these circumstances
  • Preparing for the future

The tools and resources in this presentation will enable you to be the very best version of yourself as a caregiver.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2483 037 2554#

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Financial advice with your taxes in mind

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence. To get started, request a complimentary initial consultation.