Sky's Edge Wealth

A private wealth advisory practice of Ameriprise Financial Services, Inc.

Client Satisfaction 5.0 / 5 rating based on 61 reviews

Get to know us

We enjoy helping our clients achieve their financial goals. Learn about our team members.
Meet the team
How we work

We take the time to understand what’s important to you and deliver personalized advice.
Learn more
Connect with us

If you have financial questions or want to schedule a meeting or consultation, get in touch.
Contact us

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

At Sky’s Edge Wealth we’ll focus on the details so you can keep your eye on the horizon. Our commitment to our clients is defined by our three core tenets:

Approach: Planning and advice based upon your goals, presented with clarity and simplicity

Collaboration: a commitment to teamwork and working directly with your accountants and attorneys for seamless decision making

Attention: Concierge service to provide a comfortable, caring environment and an accessible, responsive team.

We invite you to raise your expectations with Sky’s Edge Wealth.

2020 SEMINAR SERIES: The financially confident woman

MAR 30, 2020 / 12:00 PM - 1:00 PM

You’ve provided for yourself and likely others, too — now it’s important to make sure you’ve taken the right steps to live confidently in retirement. Learn how to: • Help make your money last throughout your retirement • Maintain your same lifestyle in retirement • Prepare for the impact of unexpected events • Create a legacy for those you love or causes you care about

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 590 772 555 Password: Welcome2

Thank you in advance for entering your name and email address to attend.

2020 SEMINAR SERIES: Getting the most of your Medicare Benefits

APR 28, 2020 / 12:00 PM - 1:00 PM

You’ve provided for yourself and likely others, too — now it’s important to make a plan that will help you live confidently in retirement. In this seminar you will learn about:

• Healthcare top concerns

· Household healthcare costs

· Medicare

· Medigap

· Medicare pros and cons

· Costs

· Enrollment period

· Things to consider

· Resources

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 590 015 519 Password: Welcome2

Thank you in advance for entering your name and email address to attend.

2020 SEMINAR SERIES: Responsible Investing: Aligning Your Financial Goals With Your Values

MAY 27, 2020 / 12:00 PM - 1:00 PM

In this seminar learn about:

· Responsible Investing for a changing world

· Trends to watch in Responsible Investing

· What makes Calvert’s approach unique

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 590 073 340 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

View all events

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

5 videos

Previous Video Next Video

Now Playing

Key metrics to watch in markets and the economy

Key metrics to watch in markets and the economy

As the market continues to change daily, responding to ongoing stresses in the economy, it can be difficult to prioritize long-term financial goals. In this discussion, experts from Ameriprise Financial provide helpful context for conversations with your advisor. (28:01)

Now Playing

What can investors watch for in markets amid the virus outbreak?

What can investors watch for in markets amid the virus outbreak?

The virus outbreak is dominating investors’ psyche. Focus on three main indicators of the potential business impacts. (0:49)

Now Playing

Retirement and taxes – Actions to consider in a bear market

Retirement and taxes – Actions to consider in a bear market

Ameriprise Financial experts discuss considerations for your investments and finances and how to look beyond the market drops. (20:20)

Now Playing

Economic impacts from the coronavirus

Economic impacts from the coronavirus

Where could global economies be headed amid the outbreak? Russell Price, Ameriprise Chief Economist, sums up the near-term situation and whether it could cause a recession. (1:36)

Now Playing

Who is Sky's Edge Wealth?

Who is Sky's Edge Wealth?

Please take a moment to listen to our story and learn more about our drive to help our clients succeed. (2:51)

The Ameriprise difference

Ask us about tracking your goals online

Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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.

view commentary

3 actions to navigate the changing market

Strong market downdrafts driven by coronavirus fears can feel unsettling. Anthony Saglimbene, Ameriprise Global Market Strategist, sums up what to watch for and three actions to take with your advisor to help keep your portfolio on track. (2:02)