Luminate: An Ameriprise private wealth advisory practice serving the Dallas, TX area.
  • How we work

    We provide personalized advice based on what’s most important to you.
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  • Market volatility

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

    See where you stand across key financial areas with the 3-Minute Confident Retirement® check.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

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.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

Request a consultation

Featured insights

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Manage your cash reserve

Cash is important in today’s environment and using it strategically may help you feel more confident in achieving your financial goals. Learn more today.