Lineage Retirement & Wealth Management

Lineage Retirement & Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC
  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

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  • Introduce us

    If you know someone who has financial questions, please let them know about our practice.
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Background and qualification information is available at FINRA's BrokerCheck website.

Putting clients first; it’s what we do

We provide personalized financial advice to help you make it through today’s challenges and stay focused on tomorrow’s goals. It’s our honor to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:
  • "Unbiased, puts my interest first"
  • "Investment ideas knowledgeable, timely, and tactical"
  • "Offers personal financial advice"
Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Proud to work for a firm committed to diversity, inclusion, and creating a better future for all

Ameriprise has been:
  • Recognized as a Military-Friendly® Employer by VIQTORY
  • Listed as a “Best Place to Work for Disability Inclusion”
  • Included in the 2021 Bloomberg Gender-Equality Index

Our videos

4 videos

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

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)