Geoffrey Wharton and Associates

A financial advisory practice of Ameriprise Financial Services, Inc.
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • We put clients first

    Consumers rate Ameriprise #1 in the investment industry for trust, loyalty and customer service.
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  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

We want you to feel secure knowing you are a priority with us. We believe that working with the right team of financial advisors should be a stress-reducing process and at the end of the day, we will work together to help you make informed decisions that align with your goals at every step in your financial future.

We assure you that we are here for you, to provide you the peace of mind that comes with having a personalized financial plan in place. As we build a solid relationship based upon your unique vision of your future; our goal is that your confidence in your financial independence will grow.

We look forward to helping bring value to your life by working with you to build a financial plan that can bring a greater sense of peace and assurance that you and your family are taken care of.

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The Ameriprise difference

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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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Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit to learn more. (0:30)