NaviPoint Advisory Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

2020 Winner of Ameriprise Client Experience Award

  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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  • Connect with us

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

    Contact us
  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Our mission is to conduct business with integrity and in a confidential and timely manner. We seek to understand your goals, work together in a spirit of collaboration and support empowered decision making, while helping to inspire more confidence in and for your financial future.

How we’ll work together during the COVID-19 pandemic

Our team remains available and committed to serving you. As we continue to prioritize safety, we will conduct our client meetings via phone or online, rather than meeting in person.

Our videos

5 videos

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)