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

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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One Team, Not One Advisor

Named after the seven bridges that connect the Hudson Valley to Manhattan, and the seven key areas of financial planning, Seven Bridges is a team of financial advisors and professionals that aim to provide an extraordinary wealth management experience with a family office approach.

With our “One Team, Not One Advisor” philosophy, our clients can benefit from the collective experience and care of our entire practice, not just a single advisor. Every client at SBWA can rest assured knowing that no matter where they are today, we’ll work to help create a bridge to where they want to go, with premium, personalized attention every step of the way.