Team profile

Personalized financial and investment strategies

Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Small Business
  • Business Retirement Plans
  • Investment Management
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies

Awards & recognition

  • Eric Tolbert, Five Star Wealth Manager, 2014-2021
  • Eric Tolbert, Better Business Bureau Accredited, 2021

Community participation

Eric Tolbert, The Warehouse District, Member, Board of Director

Eric Tolbert, Downtown Cleveland Inc., Treasurer, Board of Directors

401(k) Retirement Plan

We assist business owners in choosing a 401(k) plan that meets your needs:

Ameriprise offers a personal experience. We start by providing information about various plans so you can fulfill your duty to choose a plan that’s right for your company. We can work with you to perform periodic due diligence providing benchmarking as necessary for your plan. We can work with you on the development of an investment policy statement (IPS) and offer a selection of investments and review of plan investments based on the IPS. We can also provide educational programs on a variety of financial topics to help your employees make informed financial decisions.


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