Montandon & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 5.0 / 5 rating based on 29 reviews

Montandon & Associates: An Ameriprise private wealth advisory practice serving the Austin, TX area.

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

Reach your financial goals with more confidence

You may have many goals ahead — retirement, education, family events, travel — or be focused on a single need like saving for a new home. We tailor our advice to your goals and go beyond just investments to help you feel more confident across your full financial life.

Throughout the year, we help navigate the present while staying focused on your long-term goals. We analyze markets and the economy and track changes to taxes and legislation. You receive timely updates and recommendations, ongoing. As your needs change, we work with you to reevaluate your goals and update your overall financial strategy, always based on your time horizon and risk tolerance. At any time from any device, you can track your progress and review your portfolio.

Our focus is on providing you with trusted advice and outstanding service so you can achieve your goals today and in the future.

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Have the storm clouds passed? November 20, 2023 Read more

Now Playing

3 steps to weather an uncertain end to 2023

3 steps to weather an uncertain end to 2023

As the year winds down, investors may have more questions than answers about where the market and economy are headed. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares three steps that investors can take to help weather the present uncertainty as 2023 ends. (5:19)

November 08, 2023 Play video

Does timing the market ever pay? Here’s what the data says November 20, 2023 Read more

View more markets and economic insights

Financial stress can have a significant impact on employee productivity and performance. The Ameriprise Financial Wellness Program is designed to benefit the workplace by offering financial education and resources to employees through seminars, personalized financial planning, and valuable tools and resources offered through our financial wellness website. We partner together to prioritize the financial well-being of your employees.

3 steps to weather an uncertain end to 2023

3 steps to weather an uncertain end to 2023

As the year winds down, investors may have more questions than answers about where the market and economy are headed. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares three steps that investors can take to help weather the present uncertainty as 2023 ends.

(5:19)

Q4 forecast: A strong end to 2023?

Q4 forecast: A strong end to 2023?

As we enter the final quarter of 2023, Ameriprise Financial experts reflect on recent market and economic developments and share their insights on what investors can look for in the coming months. (12:07)

5 ways to navigate higher debt costs

5 ways to navigate higher debt costs

The rise in interest rates by the Federal Reserve is leading to higher borrowing costs and tightening credit standards for consumers. Ameriprise Fixed Income Strategist Brian Erickson shares actions that individuals can take to help cope with this new environment. (2:43)

Income Guide℠ – Be informed. Enjoy life.℠

Income Guide℠ – Be informed. Enjoy life.℠

Be informed. Enjoy life.℠ How much income will you be able to take in retirement? Discover a simple way to stay informed and keep your retirement income on track. (2:15)

Why investors should consider this key ingredient

Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (2:03)

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)

Advice to Help Reach Your Goals

Advice to Help Reach Your Goals

No matter what your financial goals are, personalized advice can help you reach them. Our advisors know the markets, but more importantly, they know you. Our advice is customized to help you build your financial confidence along with your portfolio. (0:30)

Recommended by over 9 out of 10 clients

Recommended by over 9 out of 10 clients

More than 9 out of 10 clients are likely to recommend us. Why? Because the financial advice we provide is personalized to them and their needs, helping them build more than just their portfolios. It helps them build their financial confidence. (0:30)

Personalized financial advice based on my goals

Personalized financial advice based on my goals

Every client deserves to feel like their financial advisor is focused on them and them alone. Our advisors put your needs first and provide customized advice to help you reach your goals. That’s why 97% of our clients say their advisor cares. (0:15)

Advice worth talking about

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)

Balancing growth and protection

Balancing growth and protection

Use this video with clients to teach them how the RiverSource Structured Solutions^SM annuity works to combine growth potential with a level of protection from losses. (7:35)

Building financial confidence for a lifetime

Building financial confidence for a lifetime

We are a dedicated team of advisors ready to help you when you need us. With an understanding of what’s most important to you, we offer personalized advice based on your goals for today and tomorrow. See how our guidance, combined with digital tools, can help you track the progress toward your goals, anytime, anywhere. (1:10)

Insurance: What needs protecting

Insurance: What needs protecting

Explore the types of insurance to help protect loved ones, your income and your assets. (2:46)

Consider your chances

Consider your chances

There's a lot of chance you encounter along life's journey. If you're not planning for chance, chances are you're risking your financial future. (3:36)

Two Minutes on the Ameriprise Investment Research Group (IRG)

Two Minutes on the Ameriprise Investment Research Group (IRG)

When you work with Ameriprise, you and your advisor are backed by the Ameriprise Investment Research Group – a team of professionals that carefully watches market conditions, evaluates the impact to investments and provides guidance as developments occur.

(2:00)

Insurance: Planning for long-term care

Insurance: Planning for long-term care

See why planning for long-term care needs is important to your financial future. (3:11)

Exceptional Client Satisfaction

Exceptional Client Satisfaction

Personalized financial advice from an advisor who understands you and the markets does more than help our clients reach their goals. It helps us get a 4.9 out of 5 overall satisfaction rating. (0:15)