Welcome to Koney Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc. We understand the demands and stress that come along with accumulating, managing and distributing your wealth. We specialize in recreating your retirement paycheck through a comprehensive approach to financial planning. Our passion is to help simplify your financial life so you can focus on what’s more important, like spending time with family and friends and working towards your personal goals. Our team works to build an open and honest relationship with you so you understand how your finances align with your goals. We help prepare you for unexpected events and plan for your future. Our goal is for you to have the trust and confidence that our team is working in your best interest. We truly want to make a meaningful difference in your life.
Because we work as a team, our practice offers a wide range of knowledge and experience. You will build a personal relationship with our advisors while benefiting from behind the scenes collaboration to ensure we are exploring all options that may benefit you. Our team also knows the importance of ongoing education to stay current with the advancements in our industry so we can offer you the most appropriate solutions to progress towards your goals. We have the knowledge, experience, tools and resources to provide you with a comprehensive, full-service financial planning experience.