Mindful Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
Mindful Wealth Management

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.
    View calculators
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights
  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

    Explore tax insights

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

Our approach

Putting clients first; it’s what we do
We provide personalized financial advice to help you make it through today’s challenges and stay focused on tomorrow’s goals.
It’s our honor 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

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)