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Get started with personalized financial advice

Get started with a personalized plan for your financial future

At Eventus Wealth Advisors, we deliver personalized financial advice to help you achieve your goals — today and tomorrow and well into the future. First, we take the time to hear your story, understand what’s important to you, and learn how you define financial success. Together, we’ll help you set goals and create a tailored plan that gives you confidence in your finances today and in the future. We’ll help you stay on track by charting your progress online and discussing it in person. Plus, we’ll make ongoing recommendations to help you diversify your portfolio and adjust to whatever life brings — both the expected and the unexpected.

Advice to help you achieve what’s most important to you

One-to-one financial advice based on your goals and needs

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.

How to begin

1. Schedule your complimentary initial consultation

Request a Consultation
If you're interested in learning more about how we can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, we can give you a new perspective and answer your unaddressed questions.

Request consultation

2. Prepare for your consultation

Prepare for your consultation
Before we meet, consider these financial questions:
  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor?
  • What are you not receiving currently?
To help understand your current financial picture, we may also ask you to bring recent bank and investment statements and insurance policies.

3. Get to know us

We’re passionate about helping clients like you reach their financial goals. Before we meet, take the time to get to know us. We look forward to meeting with you in our Madison, WI, office and getting to know you and your vision of financial prosperity.

4. Meet with us

Let's Meet
During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, the value we can provide, the costs associated if you decide to work with us, and next steps.

View our services and solutions

Our ongoing partnership

Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. After you become a client, you'll have anytime access to investments and digital tools to help you track your progress against your goals. We’ll review your goals, progress and investments regularly. Connect with us when you need to, in person, by phone or online.

We look forward to hearing from you

For more than 125 years, Ameriprise advisors like us have been helping people like you achieve their financial goals. When you’re ready, reach out to schedule your complimentary initial consultation.

Request a complimentary initial consultation