Garrett, Perkins & Associates

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
    Explore tax insights
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Garrett, Perkins & Associates - Our approach photo
Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Garrett, Perkins & Associates - Our approach photo

Honored to be recognized in Forbes

All of us at Garrett, Perkins, & Associates are thrilled to announce that Stephen L. Garrett has been named to two industry publications top advisor lists: Forbes Best-in-State Wealth Advisors 2019, and 2020. These rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. Congratulations, Stephen! We are proud to work alongside you to help our clients achieve their financial goals.

Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three-year period, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

Our videos

4 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)