Mesquite Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 56 reviews

Ameriprise Financial was named one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers.

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

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.

Request a consultation

Events

Social Security: Preparing for Retirement

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan.

The Tax Times Have Changed: Strategies for today’s tax, economic, and financial market landscape

During this complimentary session, you’ll learn:

· How to strategize and implement effective tax strategies

· How to leverage the market in your favor

· The most trustworthy vehicles for this new tax climate

The Financially Confident Women

You’ve provided for yourself and likely others, too — now it’s important to make sure you’ve taken the right steps to live confidently in retirement.

Learn how to:

• Determine income sources to cover essentials

• Maintain your same lifestyle in retirement

• Prepare for the impact of unexpected events

• Create a legacy for those you love or causes you care about

Insurance and annuity products will be discussed at this event.

View all events

Honored to be recognized in Forbes

Congratulations, Steve Dziuk, for being included on the 2022 Forbes Best-in-State Wealth Advisors list. All of us at Mesquite Wealth Management Group are proud of this tremendous recognition, as it reflects our shared commitment to helping our clients feel confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

Our videos

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What recent bank failures may mean for investors
What recent bank failures may mean for investors

In light of recent bank failures, it’s important to take a long-term view. Chief Market Strategist Anthony Saglimbene explains what these events may mean for investors and the banking system. (3:34)

Now Playing
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What’s ahead for the housing market?
What’s ahead for the housing market?

Get the outlook on home sales, home prices and mortgage rates from Ameriprise Financial Chief Economist Russell Price. (3:39)

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Financial advice that builds confidence
Financial advice that builds confidence

Financial advice from an Ameriprise advisor can help you confidently navigate today and still stay on track to reach your goals tomorrow. Start feeling more confident now at: www.ameriprise.com/experience/talk. (0:30)

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Insurance: When to get it
Insurance: When to get it

People buy insurance at various stages of life. Find out why it may be optimal to buy it when you’re young. (2:48)

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.
Refer us
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)