Confident Life Wealth Management

Confident Life Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
    Take the check
  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options
  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

    Explore tax insights

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

How will you be brilliant? We can help.

We prefer to start with questions instead of answers. Some questions we may ask include:

  • What matters most to you?
  • What experiences do you look forward to or wish to avoid?
  • What stands between where you are now and the life you want to live?
  • Does your retirement income distribution plan account for changing tax brackets?
  • What are your key expectations of your financial advisor?

As we get to know you, we apply our Confident Retirement® approach, which addresses four key areas to help you enjoy a more confident life.

We help people concerned about creating reliable income in retirement, tax planning strategies or providing for the next generation - some of them are featured in the videos below. The About, Insights and Resources tabs can also show you who we are and how we help. Sign up for our newsletter or follow us on Facebook and Twitter to receive regular insights and ideas you can use.

With the right advice your next move can be brilliant.

Media Appearances

Videos on tax planning strategies, helping charities, living a wealthy life and more are in the “Our Videos” section below. Here are some of the insights Will and Heather have shared with the media:

From CBS/WRDW NEWS 12:

Planning ahead when it comes to retirement, aging parents

From the Augusta Chronicle:

Financial advisor guides clients through stormy waters

From NBC/ WAGT News 26 weekly Wealth Wednesday segments:

Making your retirement dreams a reality

What's an Orphaned Retirement Account?

Money and Happiness

How to plan for the future

Financial gifts with lasting impact

Disclosure: By clicking the link, you will leave Ameriprise.com. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.

Our videos

12 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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.

view commentary
 

Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)