Marblestone Wealth: An Ameriprise private wealth advisory practice serving the Colchester, VT area.
Client Satisfaction 5.0 / 5 rating based on 49 reviews

  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options

  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

    Explore tax insights

  • How we work

    We provide personalized advice based on what’s most important to you.
    Learn more

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Staying focused on tomorrow’s goals

As financial advisors, people may think we only work with money. But the most important part of our job is working with our clients and providing advice to help them reach their financial goals. What’s important to you is our priority. We’ll give you personalized financial advice to help make it through today’s challenges and stay focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Events

2023 SEMINAR SERIES: Computer Threats

When it comes to cyber security, one of the most common responses is to simply tune out. After all, if you’re not harboring top secret information or the owner of a multi-million dollar bank account, no one would be interested in your personal information, right? Unfortunately, this simply isn’t true.

Join us for an educational webinar on cybercrime led by James Morrison, a cyber security expert who spent most of his career working for the FBI as a Senior Computer Scientist, focused on cyber security.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2494 325 9118#

2023 SEMINAR SERIES: Keeping More of What you Earn

During this complimentary session, we’ll discuss strategies that may help keep more money in your pocket by using tax-free investing as part of your portfolio. We’ll address:

· Municipal (muni)bonds

· Why you may consider investing in a tax-free income fund

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 643 6401#

2023 SEMINAR SERIES: Identity Theft - Protecting Your Data and Dollars

Identity theft can affect you years after a thief begins using your information. Knowing how to guard personal information is your first line of defense. Join this webinar to learn more about how to protect yourself:

At Home

o Safe storage of documents

o How to screen phone calls

o Identify email scams

o Privacy settings on social media

Children

o Kids can be targets of identity theft too

o The warning signs

Parents and elderly

o Often targets of scams

o The warning signs

What to do if you become a victim

o Acting fast by completing some important steps

Away from Home

o Ways to be aware of your location and using public Wi-Fi

o Keeping track of personal items

Please call: 1-844-621-3956

Meeting Number (Access Code): 2499 226 2864#

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Multigenerational approach

Leaving a legacy is within reach through our holistic approach to multigenerational financial planning. We collaborate with you and your family to offer strategies to help build and sustain wealth and ensure a healthy financial situation that can last for generations to come.
From the beginning, we establish what your family values; values that are not just from a financial or business success standpoint, but also the ways in which you desire to contribute to your communities – through charitable contributions or otherwise. These values become essential to creating a comprehensive family wealth financial plan. Collaboration is key, so we thoughtfully bring everyone to the table to make sure all goals and objectives of the family can be met.
Proactively taking the steps now to create a family wealth financial plan can allow you to become an active steward of your wealth while enjoying life now and in the future. We begin this process by setting a family meeting to review your beneficiaries, update or create needed legacy documents, and, of course, address questions or concerns you may have. If you think it would be helpful to have a comprehensive family wealth conversation or for us to meet with other members of your family, we are here to help.
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Our videos

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Why investors should consider this key ingredient
Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

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Will stress in the banking sector cast a shadow over Q2?
Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.
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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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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)