Fiduciam Financial

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 100 reviews

Fiduciam Financial: An Ameriprise private wealth advisory practice serving the Middlebury, CT area.

Ameriprise Financial was named one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers.

  • Your financial priorities

    Learn more about key financial and investment insights to help you achieve your goals.

    Explore

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

  • About Ameriprise

    For over 125 years, Ameriprise has been committed to putting clients’ needs first.
    Learn more

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

Our commitment to clients

One-to-one financial advice

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.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

Request a consultation

Events

Markets Update Webinar

During this complimentary session, we’ll discuss:
· Factors that may contribute to market volatility
· Strategies to help weather market uncertainty

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Honored to be recognized in Forbes

Join us in celebrating! Fiduciam Financial has been named to the 2023 Forbes Best-in-State Wealth Management Teams list. All of us proudly share the same commitment to building genuine relationships with our clients and to providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.

Our videos

5 videos
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Why investors should consider this key ingredient
Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

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Advice to Help Reach Your Goals
Advice to Help Reach Your Goals

No matter what your financial goals are, personalized advice can help you reach them. Our advisors know the markets, but more importantly, they know you. Our advice is customized to help you build your financial confidence along with your portfolio. (0:30)

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Will stress in the banking sector cast a shadow over Q2?
Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

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The secure site on ameriprise.com
The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

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Be confident, connected and in control of your financial life
Be confident, connected and in control of your financial life

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

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.
Refer us
Gauge your retirement readiness

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)