Kindred Wealth

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 30 reviews

  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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  • Lower financial stress

    Help your employees make informed decisions with an Ameriprise financial wellness program.

    Explore the resource

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

Our approach

Kindred Wealth - 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.

Kindred Wealth - Our approach photo

Honored to be recognized in Forbes

We’ve got some exciting news to share: Mark E Woody has been named to the Forbes Best-in-State Wealth Advisors list for 2021. All of us at Kindred Wealth couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

Our videos

6 videos
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Navigating fixed income markets: 4 themes for 2021
Navigating fixed income markets: 4 themes for 2021

Head of Fixed Income Brian Erickson discusses four themes that will shape fixed income investing in 2021, including modest return potential, inflation navigation, leadership of cyclical corporate sectors and a lag in municipal fundamentals. (3:03)

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Ramping up your savings for retirement
Ramping up your savings for retirement

Strategic conversion of assets from a workplace retirement plan or traditional IRA to a Roth IRA can help clients reduce their overall positions in tax-deferred retirement accounts and build a source of tax-free income for retirement. This video can help them understand how the strategy works. (3:41)

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Your retirement puzzle
Your retirement puzzle

Bring your retirement dreams to life, grow your money, and live the retirement you envision. (15:44)

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Videocast: Timely perspective for your financial goals and portfolio
Videocast: Timely perspective for your financial goals and portfolio

Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits. (15:18)

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Will your retirement income last?
Will your retirement income last?

Learn more about a program that can help you make important decisions about your retirement income. (2:23)

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Smart charitable giving from your IRA
Smart charitable giving from your IRA

This video can help eligible clients understand how they can use their retirement assets to support causes that are important to them. (3:01)

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

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)