Dax Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

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  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
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  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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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.

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

Our videos

7 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: www.ameriprise.com/experience/talk. (0:30)