Marblestone Wealth - Colchester, VT: Ameriprise

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Client Satisfaction 4.9 / 5 rating based on 67 reviews
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Who is Marblestone Wealth?

Marblestone Wealth is a private wealth advisory practice helping to empower generations of families to make sage, informed choices to create more confidence in their financial destinies and a legacy of wealth. We are committed to treating our clients with dignity, respect and care.

Our team meets with clients in our office, conveniently located in beautiful Colchester, Vermont, as well as virtually throughout the United States.

We are a caring team that’s interested in you as a person, your individual financial situation, and your personal goals to help create a roadmap towards a more confident retirement.

The economic impacts of the new tax law changes, explained August 18, 2025

As stocks move higher, are investors growing too comfortable? August 18, 2025

Now Playing

The 10-year U.S. Treasury bond yield, explained

The 10-year U.S. Treasury bond yield, explained

The 10-year U.S. Treasury bond yield may be poised to increase later this year, leading to a potential buying opportunity for investors. Find out what dynamics may be fueling this rise. (3:33)

August 13, 2025

View more markets and economic insights

Events

Medicare 101

OCT 23, 2025 / 1:00 PM - 2:00 PM

Join Marblestone Wealth for a Medicare informational session presented by Daniel Alcorn.

Topics include:

> An Overview for Turning 65
> Those New to Medicare
> National (+ New York specific)
> The Educational Part of the
Community Presentation

View all events

We're excited to share that Marblestone Wealth has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to our remarkable team – your dedication inspires us every day.

The Marblestone Wealth Experience

The Marblestone Wealth Experience

At Marblestone Wealth, our mission is to help generations of families make educated decisions, so they are more confident about their financial future. See how our goal-based financial advice helps you and your family build a brighter future.

(4:19)

Get to know Private Wealth Advisor and Managing Partner, Jason DuBois

Get to know Private Wealth Advisor and Managing Partner, Jason DuBois

What lessons have you learned the hard way? Hear from Jason on what lesson he learned at a young age which formed his future helping others and what sets us apart to provide that help!

(2:08)

Get to know Associate Financial Advisor, Colin Atkinson

Get to know Associate Financial Advisor, Colin Atkinson

Learn from Colin what our Guiding Principle, Start Where You Are, means to him and how we can help you start wherever you are in your financial journey.

(1:56)

Get to know Associate Financial Advisor, Marcy Smith

Get to know Associate Financial Advisor, Marcy Smith

Learn more about our holistic approach from Marcy.

(1:49)

Get to know Private Wealth Advisor and Managing Partner, Ben Russell

Get to know Private Wealth Advisor and Managing Partner, Ben Russell

Why is it important to understand your perspectives and avoid making assumptions? Listen as Ben shares insights from his upbringing, emphasizes the importance of knowing your values, and discusses our purpose-driven approach to wealth management.

(2:01)