Silver Lining Wealth Advisors - Scottsdale, AZ: Ameriprise

Silver Lining Wealth Advisors: An Ameriprise private wealth advisory practice serving the Scottsdale, AZ area.

Client Satisfaction 4.9 / 5 rating based on 64 reviews

Key tax considerations

Review tax planning strategies throughout the entire year, not just during tax season.

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Get to know us

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

Our approach

At Silver Lining Wealth, we are passionate about empowering you and your family to pursue your financial goals. Our practice’s goal is to prepare you for the certainty of uncertainty through a customized roadmap that aims to be realistic, actionable and measurable; focused to improve one thing: your return on life.

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement^® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence — for today and for tomorrow — so you can live the retirement you’ve earned. Contact us or request a consultation to learn more about generating income in retirement.

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7 videos

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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)

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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)

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Silver Lining Wealth Intro

Silver Lining Wealth Intro

Introduction to Silver Lining Wealth Advisors and a back story on Nayan Ranchhod

(1:29)

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A legacy for generations

A legacy for generations

For Dan and Judy Toland, the family’s legacy had been passed on from generation to generation. A strategy using life insurance is now helping them carry it forward to yet another generation. (4:02)

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Improving employee financial wellness can help your bottom line

Improving employee financial wellness can help your bottom line

Find out how adding to your total benefits package can make a difference for your business and your employees. (2:01)

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Insurance: How to protect income

Insurance: How to protect income

Discover how you can protect your greatest asset if you become sick or injured and can't work. (2:15)

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Consider your chances

Consider your chances

There's a lot of chance you encounter along life's journey. If you're not planning for chance, chances are you're risking your financial future. (3:36)

Silver Lining Wealth Advisors

Personalized financial advice. Exceptional client service.

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)