Quest Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
Quest Wealth Management

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  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
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  • Get to know us

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

    Use our financial calculators to explore various saving, investing and tax scenarios.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Our commitment is to support you in your quest for financial well-being.

At Quest Wealth Management, we value relationships built on integrity, loyalty, and trust.

Your vision is our ambition.

Honored to receive recognition

Our team is dedicated to helping our clients find confidence through financial plans that are personalized to their goals. That’s why we’re thrilled to announce that Jan Spielman has been named to two industry publications’ top financial advisor lists: Forbes Best-in-State Wealth Advisors list for 2021 and Forbes Top Women Wealth Advisors, 2021. All of us at Quest Wealth Management are proud to work with Jan Spielman every day in service of our clients and their families. These accolades are a true testament to your hard work, commitment and care. Thank you to all of our loyal clients – we are honored to be part of your lives.

Our videos

12 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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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)