Jochim & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

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

Our approach

We believe when you make money simple in the way it’s supposed to be you can empower your family to create a legacy for generations to come.

We believe that money is something that should bring families together, and we believe it’s absolutely possible to simplify conversations around money in a way that empowers families to feel more confident about their future for generations to come.

Helping families come together and create financial plans that work best for them is what we do, empowering them to create the lives for their families that they want for generations to come is who we are.

As a client, you will receive

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

Our videos

3 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.

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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)