MavenCross Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, Inc.

  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
    Take the check

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

MavenCross Wealth Advisors - Our approach photo
We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

MavenCross Wealth Advisors - Our approach photo

Events

Client Bring-A-Friend Event

You're invited to bring a friend and join us for an exclusive private dining experience. The evening will include a multi-course meal and fellowship. We ask that you please invite someone you know who might benefit from an introduction to our team.
There is no cost or obligation to attend. Space is limited, so be sure to RSVP by February 28th and include the name and email address of your guest(s) so that we may communicate any final event details. We look forward to dining with you!

Client Bring-A-Friend Event

You're invited to bring a friend and join us for an exclusive private dining experience. The evening will include a multi-course meal and fellowship. We ask that you please invite someone you know who might benefit from an introduction to our team.
There is no cost or obligation to attend. Space is limited, so be sure to RSVP by March 27th and include the name and email address of your guest(s) so that we may communicate any final event details. We look forward to dining with you!

Client Bring-A-Friend Event

You're invited to bring a friend and join us for an exclusive private dining experience. The evening will include a multi-course meal and fellowship. We ask that you please invite someone you know who might benefit from an introduction to our team.
There is no cost or obligation to attend. Space is limited, so be sure to RSVP by May 1st and include the name and email address of your guest(s) so that we may communicate any final event details. We look forward to dining with you!

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Honored to receive recognition

We're excited to announce that Forbes named Jeff Roberts one of their Best-in-State Wealth Advisors for 2020, a list that spotlights top advisors across the U.S. We're proud to work alongside Jeff to help our clients achieve their financial goals. All of us at MavenCross Wealth Advisors would like to thank our clients for their trust, which made this recognition possible.

Our videos

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The secure site on ameriprise.com
The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)

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Familiar Face
Familiar Face

If your financial advisor saw you on the street, would they recognize you? Developing a relationship with an advisor who knows you and understands what’s important to you can help you live more financially confident. Visit Ameriprise.com/brilliant. (0:30)

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Personalized advice for your unique goals
Personalized advice for your unique goals

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

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

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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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)