Marblestone Wealth Team Profile | Ameriprise Financial

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Investment Management
Retirement Planning Strategies
Social Security Retirement Benefits
Estate Planning Strategies
Intergenerational Planning
Cash Flow Management Strategies
Tax Planning Strategies
Wealth Preservation Strategies
Executive Compensation and Benefit Strategies
Domestic Partner Planning
Family Finances
Insurance

Marblestone Wealth, Forbes Best-in-State Wealth Management Teams, 2024
Marblestone Wealth, Ameriprise Client Experience Award, 2022-2023
Benjamin A Russell, Ameriprise Ultimate Digital Excellence Award, 2023

As a team we like to support our local community. We contribute annually to local non-profit organizations shown below:

Camp Ta-Kum-Ta
Vermont Youth Conservation Corps (VYCC)
King Street Youth Center
Spectrum Youth & Family Services
Vermont Children's Trust Foundation
Community Health Centers of Burlington benefiting Safe Harbor
Humane Society of Chittenden County

In addition, we volunteer locally as a team annually. Last year, we spent a full day working to clear out overgrowth at the Green Mountain Audubon Center.

We are a unified team with a strong culture. We've developed, together as a group, our values and guiding principles that are important to who we are as a team.

Our Values:

Integrity, Service, Teamwork, Commitment, Empowerment, Innovation, Sustainability

Our Guiding Principles - which capture the spirit of our culture: