Kindred Wealth

Kindred Wealth

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 35 reviews

  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
    View calculators

  • Lower financial stress

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

    Explore the resource

  • Proud to be recognized

    Ameriprise Client Experience Award winner. Read a letter from our CEO to clients about this honor.

    Learn more

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

Events

2021 SEMINAR SERIES: Talking With Your Spouse - Creating Financial Harmony

Please join our WebEx to hear Advisor Education Consultant for Delaware Investments, Ajamu C. Loving, Ph.D., share information on ways to speak with your spouse and align both your life, and wealth.

During this complimentary session, we’ll discuss:

-How to communicate about finances

-Setting personal and financial goals

-Ways to prepare for the unexpected

Please call: 1-844-621-3956 Access Code: 146 103 6462

Click this live link to login to the WebEx slide presentation

Meeting number: 146 103 6462 Password: Seminar1!

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

SHRED EVENT

Not sure what to do with all that paperwork? We can help!

-Thorough and safe document destruction program

-On-site shredding while you wait

-Tailgate treats provided

-No RSVP necessary

-Limit three bags

View all events

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

4 videos
close
Now Playing
view my video
 
What to expect from stock prices amid rising rates and reflation
What to expect from stock prices amid rising rates and reflation

Despite gains over recent months, stock prices have faced increased headwinds. Ameriprise Global Market Strategist Anthony Saglimbene provides five key considerations to keep top of mind as you evaluate your investments near term. (3:18)

Now Playing
view my video
 
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)

Now Playing
view my video
 
Your retirement puzzle
Your retirement puzzle

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

Now Playing
view my video
 
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.

view commentary
 

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)