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NextStage Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 4.9 / 5 rating based on 15 reviews
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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 confidence

What are you doing today to prepare for your goals tomorrow?

We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

Learn more about how we can help you meet your financial goals

The economic impacts of the new tax law changes, explained August 18, 2025

As stocks move higher, are investors growing too comfortable? August 18, 2025

Now Playing

The 10-year U.S. Treasury bond yield, explained

The 10-year U.S. Treasury bond yield, explained

The 10-year U.S. Treasury bond yield may be poised to increase later this year, leading to a potential buying opportunity for investors. Find out what dynamics may be fueling this rise. (3:33)

August 13, 2025

View more markets and economic insights

All of us at NextStage Financial Group are excited to announce that our colleague, Bobby Swoboda, was named a 2025 Five Star Wealth Manager! This recognition is a testament to the loyalty of our clients, the dedication of the NextStage Financial Group team and the great experience we work so hard to provide for our clients every day.

Stagflation vs. recession: Do signs point toward either?

Stagflation vs. recession: Do signs point toward either?

Both the markets and the economy have been bumpy this year. Ameriprise Chief Economist Russell Price reflects on current conditions and where we may be headed.

(3:22)

The 10-year U.S. Treasury bond yield, explained

The 10-year U.S. Treasury bond yield, explained

The 10-year U.S. Treasury bond yield may be poised to increase later this year, leading to a potential buying opportunity for investors. Find out what dynamics may be fueling this rise. (3:33)

Q4 outlook: Will interest rate cuts be a boon for investors?

Q4 outlook: Will interest rate cuts be a boon for investors?

Will the last quarter of 2024 continue on a positive trajectory for the markets and economy? Ameriprise Financial experts weigh in. (9:04)

Midyear outlook: Will markets remain strong?

Midyear outlook: Will markets remain strong?

Despite early twists and turns, markets ended the first half of 2025 on a strong note. Ameriprise Financial experts share their projections for the U.S. economy and markets as we enter the back half of the year.

(9:42)

Paying for college: What financial steps should you take?

Paying for college: What financial steps should you take?

From financial aid and funding sources to student loans and tax incentives, here are eight key considerations that can help you make informed decisions when preparing to pay for college.

(3:06)

U.S. tariffs: Market and economic impacts, explained

U.S. tariffs: Market and economic impacts, explained

Uncertainty surrounding the implementation of U.S. tariffs is likely to be the big economic issue of 2025. Ameriprise Financial Chief Economist Russell Price provides his insights on the future of U.S. trade policy, as well as the potential economic and market impacts.

(2:51)

Strategies to reduce investment risk

Strategies to reduce investment risk

Learn ways to help reduce investment risk and feel more confident about your financial future. Here are three strategies that can help you mitigate risk, reduce volatility in your portfolio's value and potentially earn more consistent returns over time. (2:48)

Achieve so much more

Achieve so much more

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

Despite how it feels, we’ve been here before

Despite how it feels, we’ve been here before

Markets have been on a rollercoaster this year. What might be next? Ameriprise Chief Market Strategist Anthony Saglimbene provides perspective on investing during volatility.

(2:35)

Count on so much more

Count on so much more

At Ameriprise Financial we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust. For over 130 years, clients have counted on us to help them reach their financial goals in the short and long term. (0:30)

Putting clients first for 130 years

Putting clients first for 130 years

For 130 years, Ameriprise Financial has remained true to its vision of putting our clients' interests first. A strong financial foundation, passionate stewardship of the business and a track record of standing behind clients through good times and bad is at the heart of our success. (2:34)

Financial advice that can help build confidence

Financial advice that can help build confidence

Financial advice from an Ameriprise financial advisor can help you navigate today more confidently and still stay on track to reach your goals tomorrow. Start feeling more confident now at: www.ameriprise.com/experience/talk. (0:30)

A solid foundation starts with protecting income

A solid foundation starts with protecting income

Pascale Haspil implemented a recommendation from her advisor nearly 20 years ago. Today, it's helping keep her financial security intact. (4:08)

Why fixed income diversification, why now

Why fixed income diversification, why now

In recent years, fixed income investors seeking stable returns have shifted strategies amid changing interest rates and inflationary conditions. Fixed income strategist, Brian Erickson, explains why what’s worked in the past may not work today. (2:48)

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. (1:50)

What matters most to you, matters most to us

What matters most to you, matters most to us

At Ameriprise Financial, we know that no one else has your personal goals, ambitions, and dreams. That’s why our financial advisors deliver personalized advice that can help you feel more confident in your financial future. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

Personal financial advice from a professional advisor matters

Personal financial advice from a professional advisor matters

The secret to staying confident in today’s economy is personal financial advice from an advisor who knows you and your goals. Advice from an Ameriprise financial advisor can help you make it through the current environment and still stay on track to reach your goals tomorrow. See how personal financial advice can help you stay on track: www.ameriprise.com/experience/talk. (0:30)

Reach Your Financial Goals With Help from Ameriprise Financial Advisors

Reach Your Financial Goals With Help from Ameriprise Financial Advisors

Ameriprise Financial Advisors provide personalized advice to help our clients reach their financial goals in the short and long term. With over 125 years of history, we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust to help set them up for financial success. Start financial planning with us today.

(2:24)