Regimen Wealth

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Understand market movement

    Ups and downs in the market are normal over time. Learn how to stay focused on your goals.
    Gain insights
  • Tax planning strategies

    Learn how taxes can influence your financial planning decisions.
    Explore taxes
  • Get to know us

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

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

Our approach

How do you get from here to the future you want? With a financial plan setting a course to help you pursue your goals, Regimen Wealth will work with you to create an actionable plan that can help you manage your wealth. With a committed effort, and a clear personalized plan developed together, we can help you work toward your goals. With every milestone reached, we believe you’ll be another step closer to the future you’ve envisioned.

Honored to be recognized in Forbes

We are honored to share that Ian Weinstein has been named to the Forbes Best-in-State Wealth Advisors list, 2019, awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. His No. 1 priority is delivering personalized financial advice to help his clients achieve their goals. We’d like to thank our clients for their trust and the continued opportunity to work with you.

Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three-year period, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

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)