Sky's Edge Wealth

A private wealth advisory practice of Ameriprise Financial Services, Inc.
Client Satisfaction 5.0 / 5 rating based on 60 reviews 100.0

  • 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.

Events

2020 SEMINAR SERIES: Charitable Giving Your Way

The presentation will cover aspects of leaving a meaningful legacy. The content will cover why we give and 10 charitable giving strategies to consider in working with your advisor.

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

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

Meeting number: 598 683 432 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.

2020 SEMINAR SERIES: Protect Yourself from Yourself

HUMANS ARE SMART. But sometimes our emotions take over, and we use the “gut instinct” part of our brain instead of the critical thinking part. This is especially true when it comes to investing. Learn why we make emotional decisions about our money, and how to get the most out of your investments — despite your instincts.

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

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

Meeting number: 597 692 327 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.

2020 SEMINAR SERIES: The financially confident woman

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.

View all events

Do you know your tolerance for investment risk?

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.

The Ameriprise difference

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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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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)