A private wealth advisory practice of Ameriprise Financial Services, Inc.
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    We enjoy helping our clients achieve their financial goals. Learn about our team members.
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  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

We advise clients so they can make wise and purposeful decisions about their wealth and their legacy.

Every client is unique.

We get to know clients...really get to know them...and their families, their values, their interests, their careers, their fears, their dreams, and what matters most to them. We ask a lot of questions. We listen. We use a comprehensive financial planning approach to gather information, discuss options, make recommendations, and design customized plans that reflect each clients' individual values and priorities. This helps to give clients confidence knowing they are making wise and purposeful decisions about their wealth and their legacy.

From retirement planning to multi-generational planning, charitable giving to legacy planning, and enjoying life along the way, we work together to establish wealth management strategies to help clients' accomplish their goals and dreams.

Honored to receive recognition

We're excited to announce that Forbes named Lance Butner one of their Best-in-State Wealth Advisors for 2020, a list that spotlights top advisors across the U.S. We're proud to work alongside Lance to help our clients achieve their financial goals. All of us at Conilium Wealth Group would like to thank our clients for their trust, which made this recognition possible.

Forbes/SHOOK Research listings are based on data compiled by many of the nation's most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three-year period, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor. This award is not indicative of this advisor's future performance, neither Forbes nor SHOOK Research received compensation in exchange for placement on the ranking.

Our videos

2 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.

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Staying on track when markets are volatile

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)