Siena Wealth Advisory Group: An Ameriprise private wealth advisory practice serving the Melville, NY area.

Siena Wealth Advisory Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 4.8 / 5 rating based on 100 reviews

Get to know us

We are committed to helping our clients achieve their financial goals. Learn about our team.
Meet the team
Personalized advice

Your financial goals are unique to you. Learn how we can help you achieve them.
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Connect with us

If you have questions or would like to schedule a complimentary initial consultation, get in touch.

Contact us

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, 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 your advisor safely and securely.

Request a consultation

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Siena Wealth Advisory Group on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!

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Now Playing

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)

Now Playing

Will stress in the banking sector cast a shadow over Q2?

Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

Now Playing

How to navigate market volatility

How to navigate market volatility

When the stock market fluctuates, it’s natural to feel uncertain about your investment decisions. Together, we can review your portfolio and discuss personalized recommendations that support your financial goals throughout all market cycles. (1:51)

Now Playing

The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

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

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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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)