Council Rock Wealth Advisory Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 180 reviews
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Team photo for Council Rock Wealth Advisory Group

Forbes Best-in-State Wealth Management Teams, 2025

  • Get to know us

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

  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

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

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

Featured insights

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Events

Giving With A Purpose

Let’s talk about charitable giving, and how it can help you meet your philanthropic and financial goals. Charitable giving can allow you to make a bigger impact with your philanthropic endeavors — all while creating tax-efficiencies for you and your estate.

The Homestretch: Seven Things You Need to Do in the Decade Before You Retire

As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall. During this complimentary presentation we’ll discuss:

  • Seven important things you should do before retirement
  • How to identify potential hurdles
  • Strategies you can use to help successfully cross the finish line

5 Ways Technology Will Change How You Age

Discover how tech and AI are revolutionizing aging! With a bunch of cool new apps, gadgets, and services, it’s never been simpler for folks to keep working, stay healthy, live comfortably at home, and stay in touch with loved ones and life’s little pleasures as they get older. Join us to explore research from the MIT AgeLab:

  • See the vast universe and scope of tech and AI for everyday tasks
  • Understand how these apps and devices can enhance clients’ quality of life
  • Learn how clients can try out some of these technology innovations
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Honored to receive recognition

I’m excited to share that Council Rock Wealth Advisory Group has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.