Oquirrh Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

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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.
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Key tax considerations

Tax strategies are an important part of any financial plan throughout the year, not just in April.

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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 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.

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Strong footing for added growth in spending, earnings and stock prices

Strong footing for added growth in spending, earnings and stock prices

Is there a clear path upward for stock prices? Ameriprise Chief Market Strategist David Joy discusses the support for continued modest gains from earnings and demand, potential risks from inflation, bond yields and proposals for higher taxes. ()

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What to expect from stock prices amid rising rates and reflation

What to expect from stock prices amid rising rates and reflation

Despite gains over recent months, stock prices have faced increased headwinds. Ameriprise Global Market Strategist Anthony Saglimbene provides five key considerations to keep top of mind as you evaluate your investments near term. (3:18)

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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)

Start planning for a brilliant future. Take the 3-Minute Confident Retirement^® check.

Together, we can help you prepare for the life you’ve always imagined.

With the right financial advisor, life can be brilliant.

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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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)