Oquirrh Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
    Explore tax insights

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

Our approach

We aim to increase the quality of our clients' lives, helping them make informed decisions and avoid costly mistakes. We help clients manage their finances to simplify their lives and help them feel more confident. We specialize in retirement income strategies and other significant transitions like the loss of a spouse or partner to death or divorce, job changes, or the sale of a business.

Our office is open

Our team remains committed to serving our clients. We continue to hold all client meetings as scheduled and are available to meet by phone or online. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.

Our videos

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3 big-picture considerations for stocks in 2021
3 big-picture considerations for stocks in 2021

View an Ameriprise expert summary of recent record U.S. stock performance, near-term market conditions and three major portfolio themes to consider heading into 2021. (3:30)

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Videocast: Investor perspectives for election and COVID-19 conditions
Videocast: Investor perspectives for election and COVID-19 conditions

As capital markets react to the election and pandemic, we believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. (16:25)

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Plan for passions
Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:06)

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RiverSource: Be confident in our strength
RiverSource: Be confident in our strength

Learn about RiverSource financial strength ratings, industry rankings and other reasons to help you be confident in our solutions. John Woerner, president, RiverSource Insurance and Annuities, conveys (3:09)

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

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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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)