Premier Wealth Partners: An Ameriprise private wealth advisory practice serving the Pittsburgh, PA area.
Client Satisfaction 4.8 / 5 rating based on 87 reviews

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • How we work

    We provide personalized advice based on what’s most important to you.
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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

Our Philosophy

We provide comprehensive financial care to help clients with their wealth management strategies. Our approach starts with your dreams and goals, not just numbers. Our team assists clients with the complexities of wealth management and customized financial planning. We work to achieve this by utilizing consistent, disciplined processes and strategies.

Our Service Values

  • Gratitude: Recognizing and appreciating the role we each play in our success.
  • Independence: Taking ownership of our roles and working together in decision-making.
  • Integrity: Choosing your actions based on values rather than personal gain.
  • Success: Achieving goals through perseverance despite the obstacles.
  • Health: Prioritizing physical, mental, spiritual and financial well-being.

Our Keys to Premium Client Experience

  • Expert Advice
  • Meaningful Connection
  • Transactional Ease

Featured insights

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Events

Caring for aging loved ones; what to consider

As loved ones age, families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances.

Creating your retirement income: Strategies to help you live the life you've earned

Retirement isn't just about spending your savings. During this complimentary session, you’ll learn how to determine how much income you’ll need in retirement; identify income sources that you can combine to create your retirement income; and how to help make your savings last.

Market and Economic Update

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:
  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

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Leaving a legacy

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.