Great Oak Wealth Partners

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

We’re proud to earn your loyalty

Ameriprise Financial ranked #1 in the investment industry for customer loyalty in the 2017 Temkin Group Loyalty Index. 1

We’re proud to have the support of a firm with the highest loyalty ranking in the investment industry. Ameriprise Financial has always put clients first; that’s how loyalty is earned.

We offer personalized, comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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

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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Choices

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 Ameriprise.com/brilliant to learn more. (0:30)