Confident Life Wealth Management: An Ameriprise private wealth advisory practice serving the Evans, GA area.

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. | 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?

As we learn your goals, 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, or 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, LinkedIn and Twitter to receive regular insights and ideas you can use.

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 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

9 videos

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

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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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: (0:30)