Great Oak Wealth Partners

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Get to know us

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

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

Great Oak Wealth Partners - Our approach photo
Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we 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.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.

Great Oak Wealth Partners - Our approach photo

Why Great Oak?

The Great Oak is a symbol of enduring strength and survival. Its roots mirror its branches and stretch as far below the ground as the branches do above.

In addition to qualities representing protection strength and stability, the oak tree was considered a bearer of good luck, healing and health. We believe your personal and financial growth can be much like the life cycle of a Great Oak

Our videos

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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)