Mindful Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
Mindful Wealth Management: An Ameriprise private wealth advisory practice serving the Montclair, NJ area.

Personalized goal-based advice to help you feel more confident about your financial future.

  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights
  • Anytime online access

    Access your accounts, track your progress, and connect with us using digital tools from Ameriprise. 

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting clients first; it’s what we do

We get to know our clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. We are committed to providing advice in your best interest, and we’re proud to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:

  • "Unbiased, puts my interest first"
  • "Investment ideas knowledgeable, timely, and tactical"
  • "Offers personal financial advice"

Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Honored to be recognized in Forbes

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 Matthew Rotella and Timothy Burklow have been named to the Forbes Best-in-State Wealth Advisors list for 2021. All of us at Mindful Wealth Management  are proud to work with Matthew and Timothy 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

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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.

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)