Dax Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.8 / 5 rating based on 19 reviews

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  • Personalized advice

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

Our approach

We help empower busy clients with competing priorities to make informed financial decisions. We believe that busy people with very full lives are constantly making choices or sacrifices because they cannot do it all. We help you manage your financial decisions to hopefully free up time so you can focus more on what you value most. Our passion comes from understanding. We love what we do; we can help you take action by making more informed financial decisions.

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Evaluate your 401(k)

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.