Great Oak Wealth Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • 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.
    Take the check

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Great Oak Wealth Partners - Our approach photo

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.

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

5 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.

view commentary
 

Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)