Seven Bridges Wealth Advisors - Poughkeepsie, NY: Ameriprise

Team photo for Seven Bridges Wealth Advisors

Client Satisfaction 4.9 / 5 rating based on 86 reviews

Market volatility

Stay on track with your financial goals during changing market conditions.
Gain insights
Personalized advice

Your financial goals are unique to you. Learn how we can help you achieve them.
Get started
What we do

We offer personalized financial advice based on your goals and provide an upfront overview of costs.
Get started

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

Reach your financial goals with confidence

What are you doing today to prepare for your goals tomorrow?

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

Now Playing

Q2 outlook: Interest rates, bull market and the economy

Q2 outlook: Interest rates, bull market and the economy

As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in Q2. (7:39)

April 10, 2024 Play video

Click to read article, What the Q1 stock gains may tell us about the 2024 market

What the Q1 stock gains may tell us about the 2024 market April 15, 2024 Read more

Click to read article, AI boom or AI bubble?

AI boom or AI bubble? April 15, 2024 Read more

View more markets and economic insights

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement^® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence. To get started, request a complimentary initial consultation.

Q2 outlook: Interest rates, bull market and the economy

Q2 outlook: Interest rates, bull market and the economy

As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in Q2.

(7:39)

Can the 2024 bull market move higher?

Can the 2024 bull market move higher?

Find out what’s fueling a positive backdrop for stock prices and whether the current bull market rally will extend further into 2024. (2:47)

Where can cash investors turn if interest rates fall?

Where can cash investors turn if interest rates fall?

Find out why returns on cash investments will likely fade in 2024 and where similar yields may be found instead. (1:57)

We understand your unique goals

We understand your unique goals

Ameriprise Financial advisors deliver personalized advice to help clients reach their unique financial goals. With 130 years of history, we know nothing is more important and it’s why clients rate us 4.9 out of 5 in overall customer satisfaction. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

What matters most to you, matters most to us

What matters most to you, matters most to us

At Ameriprise Financial, we know that no one else has your personal goals, ambitions, and dreams. That’s why our financial advisors deliver personalized advice that can help you feel more confident in your financial future. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial clients receive advice that is personalized to their financial goals. Because of this, 9 out of 10 of our clients are likely to recommend the experience to friends or family. Begin your journey with us today: https://www.ameriprise.com/financial-planning (0:30)

2024 economic and market outlook

2024 economic and market outlook

Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in 2024. (8:03)

Reach Your Financial Goals With Help from Ameriprise Financial Advisors

Reach Your Financial Goals With Help from Ameriprise Financial Advisors

Ameriprise Financial Advisors provide personalized advice to help our clients reach their financial goals in the short and long term. With over 125 years of history, we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust to help set them up for financial success. Start financial planning with us today.

(2:24)

What are your college savings options?

What are your college savings options?

Saving for college is one of life’s biggest financial goals. With numerous savings options to consider, it’s important to choose one that aligns with your unique situation and other long-term goals. Learn about three common tax-advantaged solutions to help you weigh your options. (2:36)

Traditional vs Roth IRAs

Traditional vs Roth IRAs

When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a strategic tool for long-term financial planning. Learn about the key differences between the two most common types of individual retirement accounts - Traditional IRAs and Roth IRAs.

(2:27)

Paying for college: What financial steps should you take?

Paying for college: What financial steps should you take?

From financial aid and funding sources to student loans and tax incentives, here are eight key considerations that can help you make informed decisions when preparing to pay for college.

(3:06)

Strategies to help reduce investment risk

Strategies to help reduce investment risk

Learn ways to help reduce investment risk and feel more confident about your financial future. Here are three strategies that can help you mitigate risk, reduce volatility in your portfolio's value and potentially earn more consistent returns over time.

(2:49)

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)

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)

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)

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)