Seven Bridges Wealth Advisors - Poughkeepsie, NY: Ameriprise

Seven Bridges Wealth Advisors: An Ameriprise private wealth advisory practice serving the Poughkeepsie, NY area.

Client Satisfaction 4.9 / 5 rating based on 80 reviews

Workplace Education

Empower your employees with financial education benefits.
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Anytime online access

Access your accounts, track your progress, and connect with us using digital tools from Ameriprise.

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How we work

We provide personalized advice based on what’s most important to you.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

Learn more about how we can help you meet your financial goals

Have the storm clouds passed? November 20, 2023 Read more

Now Playing

3 steps to weather an uncertain end to 2023

3 steps to weather an uncertain end to 2023

As the year winds down, investors may have more questions than answers about where the market and economy are headed. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares three steps that investors can take to help weather the present uncertainty as 2023 ends. (5:19)

November 08, 2023 Play video

Does timing the market ever pay? Here’s what the data says November 20, 2023 Read more

View more markets and economic insights

Financial stress can have a significant impact on employee productivity and performance. The Ameriprise Financial Wellness Program is designed to benefit the workplace by offering financial education and resources to employees through seminars, personalized financial planning, and valuable tools and resources offered through our financial wellness website. We partner together to prioritize the financial well-being of your employees.

Income Guide℠ – Be informed. Enjoy life.℠

Income Guide℠ – Be informed. Enjoy life.℠

Be informed. Enjoy life.℠ How much income will you be able to take in retirement? Discover a simple way to stay informed and keep your retirement income on track. (2:15)

Financial advice I can count on

Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)

Personal stories, personalized advice. Kelsey and Jenny’s story.

Personal stories, personalized advice. Kelsey and Jenny’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Jenny and Kelsey’s story and visit ameriprise.com/advisory-solutions to learn more advisory options.

(1:50)

Personal stories, personalized advice. Sydney’s story.

Personal stories, personalized advice. Sydney’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Sydney’s story and visit ameriprise.com/advisory-solutions to learn more advisory options. (2:12)

Personal stories, personalized advice. Linda and Gary’s story.

Personal stories, personalized advice. Linda and Gary’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Gary and Linda's story and visit ameriprise.com/advisory-solutions to learn more advisory options. (1:55)

Why investors should consider this key ingredient

Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (2:03)

Financial advice that builds confidence

Financial advice that builds confidence

Financial advice from an Ameriprise advisor can help you confidently navigate today and still stay on track to reach your goals tomorrow. Start feeling more confident now at: www.ameriprise.com/experience/talk. (0:30)

Insurance: When to get it

Insurance: When to get it

People buy insurance at various stages of life. Find out why it may be optimal to buy it when you’re young. (2:48)

Will my family be OK?

Will my family be OK?

When the unexpected happens, most people want to know “Will my family be ok?” Watch this stirring and provocative video that helps explain the power of being well protected. (12:49)

Building financial confidence for a lifetime

Building financial confidence for a lifetime

We are a dedicated team of advisors ready to help you when you need us. With an understanding of what’s most important to you, we offer personalized advice based on your goals for today and tomorrow. See how our guidance, combined with digital tools, can help you track the progress toward your goals, anytime, anywhere. (1:10)

Balancing growth and protection

Balancing growth and protection

Use this video with clients to teach them how the RiverSource Structured Solutions^SM annuity works to combine growth potential with a level of protection from losses. (7:35)

Recommended by over 9 out of 10 clients

Recommended by over 9 out of 10 clients

More than 9 out of 10 clients are likely to recommend us. Why? Because the financial advice we provide is personalized to them and their needs, helping them build more than just their portfolios. It helps them build their financial confidence. (0:30)