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Confident Life Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 2 reviews

  • Financial confidence

    See where you stand across key financial areas with the 3-Minute Confident Retirement® check.
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  • 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

    Review tax planning strategies throughout the entire year, not just during tax season.

    Explore tax insights

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

You have unique challenges. We have solutions.

Our team starts with questions instead of answers, including:

  • What matters most to you?
  • What experiences do you seek, or wish to avoid?
  • What stands between where you are, and the life you want to live?
  • Does your retirement income plan account for changing tax brackets?
  • Do you want an advisor who knows you as well as the markets?

We’ve experienced the 90’s Asian Market Crash, 2000 Dot Com Bubble, Great Recession of ’07-’08, 2020 Corona Virus Crash and more, while all the time helping our clients live more confidently. As we get to know you, we apply our Confident Retirement ® approach to address four key areas to help you enjoy a more confident life – whether you’re in Augusta or across the country. This deep knowledge of our clients, and our unconditionally guaranteed fees, sets us apart from typical advisors.

We help people concerned about creating reliable income in retirement, tax-planning strategies, and providing for the next generation. The Profile,Insights and How to Get Started tabs can show you who we are and how we help. Sign up for our newsletter or follow us on Facebook and LinkedIn to receive regular insights and ideas you can use.

Featured insights

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Media Appearances

Here are some of the insights Will and Heather have shared with media in the Augusta metro area and across the nation:

CBS/WRDW News 12:

What’s an Orphaned Retirement Account?

How to Plan for the Future

The Augusta Chronicle:

Financial Advisor Guides Clients Through Stormy Waters

NBC WAGT News 26

Weekly Wealth Wednesday segments

The Wall Street Journal

Why Elderly Clients Need Extra Attention

Augusta CEO

How Will You Pay Yourself in Retirement?

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.