Granite Peak Wealth Advisors

A private wealth 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

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Honored to receive recognition

We’re honored to share that Josiah Nelson has been named to the Forbes Best-in-State Next-Generation Wealth Advisors list for 2019. It’s awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. Josiah's No. 1 priority is delivering personalized financial advice to help his clients achieve their goals. We’d like to thank our clients for their trust and the continued opportunity to work with you.

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. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3

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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2019 market outlook

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)