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

Seven Bridges Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
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  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

Seven Bridges Wealth Advisors is a team that works to build trust with clients through a collaborative advisory experience. Our clients' interests are our highest mission.

We create a family-focused experience with personal attention. We are committed to excellence and integrity in all that we do.

Our purpose is to simplify life while promoting physical, emotion and financial well-being for our clients, our families and our team.

Protecting what matters most

To achieve your financial goals and preserve your assets — today and tomorrow — it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Our videos

7 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)