Kindred Wealth

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Client Satisfaction 4.9 / 5 rating based on 57 reviews

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

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

Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement^® approach.

In our initial consultation, we’ll 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.

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Events

2023 SEMINAR SERIES: 8,000 Days

APR 20, 2023 / 12:00 PM - 12:45 PM

With today’s extended lifespans, a person could be facing roughly 20 or more years in retirement...approximately8,000 days. Thinking of it this way, it becomes clearer that retirement is not an end, but rather a new and complex phase of life with many unknowns. That being said, getting started on the right foot is crucial.

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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.

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What recent bank failures may mean for investors

What recent bank failures may mean for investors

In light of recent bank failures, it’s important to take a long-term view. Chief Market Strategist Anthony Saglimbene explains what these events may mean for investors and the banking system. (3:34)

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What’s ahead for the housing market?

What’s ahead for the housing market?

Get the outlook on home sales, home prices and mortgage rates from Ameriprise Financial Chief Economist Russell Price. (3:39)

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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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Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:39)

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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

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)