Forbes Best-in-State Wealth Management Teams, 2025
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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.
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We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
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We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.
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At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.
Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.
Markets have been on a rollercoaster this year. What might be next? Ameriprise Chief Market Strategist Anthony Saglimbene provides perspective on investing during volatility. (2:35)
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Financial Advisor Anthony Minero will host and moderate this complimentary webinar with Brian Briggs, Managing Director of Applied Insights with Hartford Funds. We’ll discuss how older adults are leveraging digital tools—including AI—to enhance efficiency and extend their professional capabilities well into retirement. Discover cutting-edge technologies that are transforming the way people age, work, and stay engaged in today’s digital world. Whether you’re looking to streamline daily tasks, explore new opportunities into retirement, or simply stay ahead of the curve, this session will equip you with the knowledge to embrace technology with confidence. Key Takeaways:
•Discover how consumers aged 50+ are changing their lives with digital services.
• Learn about Artificial Intelligence and the applications available through this ever-evolving technology.
•Understand new technological options enabling people to work longer and more effectively as they age.
Reserve your spot today and take control of your digital safety.
You must RSVP at this link to receive access credentials for this webinar.
Sincerely,
Kairos Wealth Partners
Financial Advisor and Investment Manager with Kairos Wealth Partners, Anthony Minero, will host and moderate this complimentary webinar featuring Jason Henley, Edward Jones Consultant at MFS Investment Management, where we’ll discuss essential strategies for protecting your digital life. Cyber threats and scams are becoming more sophisticated, making it crucial to stay informed and proactive. This session will identify key risks, equip you with practical measures to safeguard your personal and financial information, and provide expert guidance on how to respond effectively in the event of a data breach or scam.
Key Takeaways:
· Discover the major types of direct, digital, and hybrid threats and reduce your chance of becoming a victim.
· Implement proactive ways to protect yourself and your loved ones.
· Understand the steps you can take if you become a victim.
Reserve your spot today and take control of your digital security.
Please join Kairos Wealth Partners (KWP), a private wealth advisory practice of Ameriprise Financial Services, LLC, for the next webinar in our ongoing series:
Guide to the Markets Q3 2025
All of us at Kairos Wealth Partners are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.
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