How we work

Helping You Feel More Confident Along the Way

GPS Wealth Advisors is a team of dedicated professionals that helps a select number of affluent individuals, families and businesses plan for the financial future they desire.

When it comes to planning for your financial future, we help guide you along the path of life’s milestones, and we can help you address complex financial situations. With our collective skills, we focus on providing strategies designed to help you feel more confident with your financial decisions along the way.

We believe that when you work with our team:

1. You will feel more confidence and peace of mind knowing that we are here to help guide you on your financial journey.

2. With each interaction, we can provide financial advice tailored to you and your goals. What matters to you is what matters to us!

3. We will help implement a financial plan focusing on your short and long-term vision - serving you and your family as you seek to leave the legacy you desire.

Areas of focus

  • Divorce Financial Planning
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Small Business

Community participation

Every year we sponsor the Veterans Guest House Golf Tournament. The Veterans Guest House is a "home away from home" for U.S. military service veterans receiving medical treatment and for families of veterans who are receiving care at facilities in the Reno/Sparks, Nevada area.

We support Eddy House which provides safety, basic needs, and access to community resources in Northern Nevada to our local homeless youth.

We support STEP 2 which is a comprehensive substance abuse treatment program that provides women and their children suffering from chemical addiction, poverty and domestic violence the opportunity to rebuild their lives.

Working with us

Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected.

Take the first step toward a more confident financial future by setting up an initial conversation.

What to expect from the first meeting

Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:

  • Current income and expenses
  • Bank and investment statements
  • Home and real estate
  • 401(k) and IRA accounts
  • Insurance policies

Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals.

Questions to consider before you meet

To prepare for your first meeting, think about your current financial picture and priorities. To help, 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?

What you’ll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process. When you work with an Ameriprise advisor, you can expect:

  • One-to-one financial advice based on your goals and needs
  • Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty
  • Regular meetings to review your goals, progress and investments
  • Anytime access to your investments, and digital tools to help you stay on track

With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.