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Servitium Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

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

Welcome to Servitium Wealth Management!

We are a team of financial advisors dedicated to serving our clients and helping them achieve their financial goals.

At Servitium, we understand that our name, which means service in Latin, is a reflection of our core values. We believe that serving our clients is our top priority, and we work tirelessly to ensure that each individual receives the personal attention and guidance they need to succeed.

We are passionate about helping our clients make informed decisions about their finances, and we pride ourselves on providing customized strategies that fit their unique needs. Whether you are accumulating wealth for retirement, navigating a job change, or looking for tax planning strategies, financial planning, or investment management, we are here to help you every step of the way.

But our commitment to service extends beyond our clients. We believe in giving back to our community and helping those in need. That's why we are dedicated to supporting charitable organizations that make a difference in the lives of others.

At Servitium Wealth Management, you can trust that you are not just a number, but a valued individual and client. Let us serve you with integrity, honesty, and excellence. Contact us today to schedule a consultation and start your journey to financial freedom.

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Creating your family legacy

What do you plan to leave behind for the people you love? We can collaborate with you, your family and your attorney to create strategies to build and sustain wealth and work toward a healthy financial future that can last for generations to come.

We start by focusing on what your family values. These values are not just from a financial standpoint but also the ways you contribute to your community through charitable contributions or other ways of giving back. Collaboration is key, so we thoughtfully bring everyone to the table to make sure the entire family’s goals and objectives are considered.

Proactively creating a family wealth financial plan can allow you to become an active steward of your wealth while enjoying life now and in the future. We begin this process by setting a family meeting to review your beneficiaries, review needed legacy documents, and, of course, address questions or concerns you may have.

If you think it would be helpful to have a comprehensive family wealth conversation or for us to meet with other members of your family, we are here to help.
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