Discover how to align your wealth with your values.

LifeBranch Wealth Partners
A private wealth advisory practice of Ameriprise Financial Services, LLC
A book for people to explore a more values-driven approach to their finances

When we think about our money, it isn't about going after the highest returns or getting the biggest fortune. It's about creating a life of meaning, security, and positive impact—not just for ourselves but for current and future generations to come. This book is an invitation to reimagine your relationship with money and explore a new approach to financial planning—one that lines up your wealth with your deepest values. Enjoy a digital and hardcopy of Intentional Legacy by completing the form.

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Advice to help you achieve what’s most important to you

One to one financial advice based on your goals and needs

We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.