MavenCross Wealth Advisors

MavenCross Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • 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

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

Honored to receive recognition

Our team is dedicated to helping our clients find confidence through financial plans that are personalized to their goals. That's why we're thrilled to announce that Jeff Roberts has been named to two industry publications' top financial advisor lists:

  • Barron's Top 1,200 Financial Advisors, 2021
  • Forbes Best-in-State Wealth Advisors, 2021

All of us at MavenCross Wealth Advisors ® are proud to work with Jeff every day in service of our clients and their families. These accolades are a true testament to your hard work, commitment, and care. Thank you to all of our loyal clients - we are honored to be part of your lives.

Our videos

7 videos

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

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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)