Limestone Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 30 reviews

  • Financial confidence

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

  • Crunch the numbers

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

  • 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

Events

The Times They Are a Changin’ -But Are They?

Bob Dylan’s anthem, “The Times, They Are A-Changin’,” seems just as fitting today as it was in 1964. But are the issues we’re facing today really that unprecedented?

Join us to learn:

-Historical perspective of past turmoil we’ve overcome

-How to manage today’s challenges

-Strategies to prepare for future uncertainty

Please call: 1-844-621-3956 Access code: 146 394 5609

College Inside Track- 7 Insider Tips

Campus visits are cancelled, ACT/SAT testing is evolving daily, your college savings may have taken a hit! How does a family do a college search in this environment? Join Cozy Wittman, National College Search Expert from College Inside Track, to learn more about effective search strategies to assure your family stays on track.

During the call we will discuss:

-How to do an effective tour with campuses closed

-Where to find scholarships

-How to go about scheduling an ACT

Please call: 1-844-621-3956 Access Code: 146 254 8337

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Get timely global perspectives via email

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.
Subscribe now

Our videos

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3 big-picture considerations for stocks in 2021
3 big-picture considerations for stocks in 2021

View an Ameriprise expert summary of recent record U.S. stock performance, near-term market conditions and three major portfolio themes to consider heading into 2021. (3:30)

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Videocast: Investor perspectives for election and COVID-19 conditions
Videocast: Investor perspectives for election and COVID-19 conditions

As capital markets react to the election and pandemic, we believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. (16:25)

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Economic impacts from the coronavirus
Economic impacts from the coronavirus

Where could global economies be headed amid the outbreak? Russell Price, Ameriprise Chief Economist, sums up the near-term situation and whether it could cause a recession. (1:36)

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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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Sleep Better
Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)

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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)

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What can investors watch for in markets amid the virus outbreak?
What can investors watch for in markets amid the virus outbreak?

The virus outbreak is dominating investors’ psyche. Focus on three main indicators of the potential business impacts. (0:49)

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Could reactions to the coronavirus lead to a recession?
Could reactions to the coronavirus lead to a recession?

Adverse events such as the virus outbreak have the potential to cause an economic downturn. Learn about the prospect for a recession. (0:59)

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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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)