Point To Point Wealth Planning

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
    Take the check
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

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

Our approach

Point To Point Wealth Planning - Our approach photo
Committed to putting your best interest first

Ameriprise earned a #1 rating among investment firms in several key independent customer research categories, including:

  • #1 most trusted1
  • #1 in customer loyalty2
  • #1 in customer service3
We’re proud to work with a firm recognized for premium service and trustworthiness by clients because serving your best interests is our #1 priority.

We offer personalized 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 advice, life can be brilliant.
Point To Point Wealth Planning - Our approach photo

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.

Our videos

3 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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Staying on track when markets are volatile

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)