Forbes Best-in-State Wealth Management Teams, 2026
If you have questions or would like to schedule a complimentary initial consultation, get in touch.
Learn more about key financial and investment insights to help you achieve your goals.
Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
Financial advice for a lifetime
We provide financial advice based on your goals, now and at every stage in your life.
Personalized investments and solutions
Our custom investment strategies and solutions are designed based on your needs to help you plan for your financial goals and objectives.
Meaningful connections
We get to know you—by regularly discussing your goals, life events, investments, milestones and ever-changing needs. We’ll make timely connections tailored to your schedule and preferences.
Secure digital access
Our safe and seamless digital tools—backed by our online security guarantee—enable you to collaborate with us and access your accounts anytime, anywhere, from any device.
Ready to learn more?
Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle. (3:47)
To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video
Geopolitical events can have far‑reaching effects on the economy and financial markets. Join us for this special Quarterly Market Outlook as we examine the developing war in Iran and discuss how it may impact global markets, inflation, energy prices, and the broader economic outlook. In this 45-minute session, we’ll break down what’s happening, why it matters for investors, and key considerations for navigating uncertainty with clarity and confidence. Know someone who may find this perspective valuable? Please feel free to share this invitation with friends or colleagues who would benefit from timely market insight.
Q&A with Alan Alpers, Investment Operations Director
We’re hosting an educational evening at the Fox Tucson Theatre on Wednesday, April 29 at 5 p.m., and we’d love for you to join us. The event will explore key strategies for navigating financial uncertainty, featuring insights from our presenter and a panel of experienced professionals.
To start the evening, we’ll be hosting a happy hour with complimentary appetizers and drinks, followed by a focused presentation.
The program includes:
Selling or passing on a business is one of the most important financial decisions a business owner will ever make. This seminar is designed to help you understand the key steps involved in preparing for a successful transition. You’ll learn how to increase the value of your business, avoid common pitfalls, and explore options for sale, succession, or legacy planning. Whether you're planning to exit soon or just starting to think about the future, this session will help give you the clarity and confidence to move forward with purpose.
Preparing Your Business for Sale or Succession from a Financial Planning Perspective
Presented by: Matt MacLean, Private Wealth Advisor, Affirm Wealth Advisors
Preparing Your Business for Sale or Succession from a Tax Planning Perspective
Presented by: Adam Cary, CPA, CEPA®, Cary Millar, PC
All of us at Affirm Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Affirm Wealth Advisors team and the great experience we work so hard to provide for our clients every day.
We specialize in crafting customized financial plans to help secure your financial success.
Faith Based Investing
Matt was a guest on Networking Arizona, a radio show on KFNX 1100 hosted by Carol Blonder. As a Certified Kingdom Advisor, Matt explains what a Kingdom Advisor is and discusses faith-based investing.
Affirm Wealth Advisors
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2026 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2026 Ameriprise Financial, Inc.