MavenCross Wealth Advisors

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

  • Personalized advice

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

  • Financial confidence

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

  • Get to know us

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

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 consider inviting 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 January 24th. If you plan to attend, please provide 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!

View all events

Honored to receive recognition

We are proud that Jeff Roberts has been named to three industry publications' top advisors lists for:

Financial Times 400 Top Advisers, 2019

Barron's Top 1,200 Financial Advisors, 2019

Forbes Best-in-State Wealth Advisors, 2019

The rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. It is an honor because Jeff truly enjoys helping his clients achieve their financial goals. Thank you to our clients for your trust and the continued opportunity to work with you.

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3
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)