Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Financial Planning for 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, 2014-2025

Community participation

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

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

Eric Tolbert, Downtown Cleveland Improvement Corporation, Member, Board of Directors,

Eric Tolbert, Better Business Bureau Serving Greater Cleveland, Member, 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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