Kindred Wealth

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 44 reviews

Kindred Wealth: An Ameriprise private wealth advisory practice serving the Norman, OK area.

Kindred Wealth, Forbes Best-in-State Wealth Management Teams, 2023

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Exciting News from Our Practice

Effective November 15, 2023, we will be merging our practice with Sexton and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC. They are located in both Murfreesboro and Nashville, Tennessee.

This decision has been carefully considered, and we believe it will bring significant benefits to you, our valued client. Jennifer Sexton, CFP®, Private Wealth Advisor, and her team share our commitment to providing exceptional service. By coming together as a single practice, we aim to enhance our ability to serve your financial needs efficiently and effectively. This merger solidifies our existing experience and adds resources that will improve our service to you.

Here’s what you can expect:

  • Our commitment to helping your money serve your life in alignment with your values, will remain the core of what we do;
  • All aspects of your accounts and your relationship with Kindred Wealth and Ameriprise Financial Services LLC will remain unchanged;
  • Our name, Kindred Wealth, will remain; We will continue to hold meetings in our Norman, OK, office and virtually, based upon your preference;
  • We will have an expanded office footprint, with additional locations in the vibrant cities of Murfreesboro and Nashville, TN.

It is a privilege to serve you and your family, and we look forward to continuing our relationship with our expanded team. If you have any questions or concerns about this merger, please do not hesitate to call.

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Events

Retain Your Brain: How to Age-Proof Your Most Valuable Asset

Just because you’re getting older doesn’t mean your brain has to age at the same rate. But can your brain really get younger? More and more research point us to a compelling conclusion and powerful message: that we—not our genes—can have control over our cognitive health today and the destiny of our brains. Join us for this webinar where Brian Briggs will discuss the following regarding memory and brain health:

  • Your age vs. your brain’s age
  • The importance of brain health
  • How to age-proof your brain

AI Revolution

This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity and driving innovation. Furthermore, which jobs will be augmented by, and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary!

Spring Clean your Finances

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

  • Organizing different forms/statements
  • Budgeting, cash management tools
  • Retirement (contributions, asset allocation, education, etc.)
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Honored to be recognized in Forbes

All of us at Kindred Wealth are honored to share that our team was included on the 2023 Forbes Best-in-State Wealth Management Teams list. This list recognizes advisory teams who excel at helping clients achieve 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.

The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes 12magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.