Minkoff Wealth Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.7 / 5 rating based on 44 reviews

Steven Minkoff, #73 in California; Barron’s Top 1,200 Financial Advisors, 2023

  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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  • Connect with us

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

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  • Personalized advice

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

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Honored to be recognized in AdvisorHub magazine

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. AdvisorHub magazine has recognized this dedication by including me on their 2022 25 Women Advisors to Watch list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together

The AdvisorHub 100 Fast Growing Advisors to Watch; AdvisorHub 25 Next Gen Advisors to Watch; AdvisorHub 25 Women Advisors to Watch; AdvisorHub 50 Advisors to Watch (over $1Bil); AdvisorHub 50 Advisors to Watch (under $1Bil); AdvisorHub 50 Solo Practices to Watch; and AdvisorHub Fastest Growing Advisors to Watch awards are based upon a combination of (i) an advisor’s scale as a function of assets, production, and quality of service, (ii) year-over-year growth in assets, and (iii) professionalism, which includes regulatory record, community involvement and team makeup.