Point To Point Wealth Planning

A private wealth advisory practice of Ameriprise Financial Services, Inc.
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    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

We’re proud to earn your loyalty

Ameriprise Financial ranked #1 in the investment industry for customer loyalty in the 2017 Temkin Group Loyalty Index. 1

We’re proud to have the support of a firm with the highest loyalty ranking in the investment industry. Ameriprise Financial has always put clients first; that’s how loyalty is earned.

We offer personalized, comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Team Value and Mission Statement

Team value statement: We leverage knowledge, a team approach, and family atmosphere to help ensure clients are meeting and exceeding personal and financial goals. We are committed to developing our team, operating with integrity, and giving to our community.

Team mission statement: We help our clients achieve their dreams through an ongoing advice based planning relationship. By understanding our clients’ goals and values, we deliver personalized recommendations that provides peace of mind and a confident financial future.

Ameriprise Financial cannot guarantee future financial results.

The Compass is a trademark of Ameriprise Financial, Inc.

Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc.,Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc., All rights reserved.

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3

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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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)