Limestone Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

502.894.9366

Client Satisfaction 4.9 / 5 rating based on 44 reviews

Limestone Wealth Advisors

Financial confidence

To see where you stand across key financial areas, take the 3-Minute Confident Retirement^® check.
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Crunch the numbers

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

Stay on track with your financial goals during changing market conditions.
Gain insights

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Our mission is to honor your journey toward a financial future filled with confidence and security.

Our Vision:

To be your most trusted financial advisors building on our relationship through our financial experience, disciplined approach and compassion.

Our Values:

Integrity
Wellbeing
Meaningful relationships
Excellence
Lifelong learning

Get Invested. Your Goals Are Important Too.

AUG 19, 2021 / 1:00 PM - 1:45 PM

Lauren Byrne, Internal Division Manager with Columbia Threadneedle Investments, will discuss investing and why it’s important for women to “get invested.” In this WebEx, you’ll learn some of the characteristics, challenges, and mindsets that are common among women, and discuss how they affect our financial lives. Learn about how everyone, not just women, have their own individual set of circumstances which inform our financial planning. We all have our own aspirations, priorities, and challenges and all approach investing differently.

Securing Your Retirement- Transforming Social Security into a Winning Retirement Strategy

SEP 16, 2021 / 1:00 PM - 1:45 PM

Michael Graci, Director in the Advisor Insights team for BlackRock, is a nationally recognized speaker.

Join this WebEx to learn more about the rules of retirement benefits and different collection strategies.

Essential Ingredients for Long-Term Investing

OCT 21, 2021 / 1:00 PM - 1:45 PM

Please join us for an educational WebEx with Lindsay Ardis, Regional Manager with Lord Abbett. During this complimentary session Lindsay will provide some perspective on what is happening in the markets as well as address five key investing concepts every investor should know about capital markets before investing, including:

· U.S. stocks

· Small cap stocks

· International stocks

· Bonds

· Diversification

View all events

Interested in the markets and investing? Subscribe to your choice of publications from the investment professionals at Columbia Threadneedle Investments, one of the nation’s largest asset managers. You’ll receive regular insights on financial markets, global and economic issues and investor needs and trends via email.
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9 videos

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Now Playing

Will the pace of stock returns begin to slow?

Will the pace of stock returns begin to slow?

Record highs in the first half of the year have been rewarding for investors. Ameriprise Chief Market Strategist David Joy discusses what could help drive stock prices higher, the main risks to watch for and the benefits of a portfolio review. ()

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The confidence to stay invested

The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured Solutions^SM annuity help give you the confidence to stay invested. (1:35)

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Building your financial future starts with the right advice

Building your financial future starts with the right advice

Where do you go for professional financial advice to help meet today’s challenges and still reach tomorrow’s goals? Our advisors not only know the markets; they’ll get to know you. Our personalized advice can help keep you focused on your financial future. ()

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The importance of beneficiary reviews

The importance of beneficiary reviews

This 3-minute video helps clients understand how changes made to retirement plans by the SECURE Act could impact their legacy planning, and what they can do to make sure their money goes where they want it to go. (3:21)

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Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

In today’s market environment, ‘Sequence of Returns’ risk is one of the most critical risks to protect against. (2:29)

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Considerations for taking money out of your retirement plan

Considerations for taking money out of your retirement plan

A 401(k) can be good for saving for retirement, but getting money out when clients need it can be challenging. This video will help them understand all their options and the pros and cons of each so that they can make informed decisions. (4:02)

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The value of lifetime income

The value of lifetime income

Watch this story about a woman who is living the retirement we all dream of, with the confidence and security from her RiverSource annuity. (3:58)

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The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)

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Building financial confidence for a lifetime

Building financial confidence for a lifetime

At Ameriprise, a dedicated team of advisors is ready to help you when you need them. With an understanding of what’s most important to you, they can offer personalized advice based on your goals for today and tomorrow. Their guidance, combined with digital tools, help you track the progress toward your goals, anytime, anywhere. Working together, they can help you make your financial dreams a reality. (1:12)

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.

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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)