Sky's Edge Wealth

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 64 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.

Events

2020 SEMINAR SERIES: Navigating the college process in the new COVID-19 world

Campus visits are canceled, ACT test dates are postponed and more changes every day. How does a family conduct a search and choose a college in this new environment?

Join us to learn up-to-date info on topics such as: What can I do if the college has canceled all tours? How do we navigate ACT/SAT prep timelines with newly canceled dates? What are ways I can reduce the cost of college? If you are the parent of a HS student, this is incredibly important info you will not want to miss.

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

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

Meeting number: 597 733 105 Password: Welcome2

2020 SEMINAR SERIES: Tax Strategies for the Current Landscape

The presentation will focus on: Understanding the current landscape, planning considerations and strategies.

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

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

Meeting number: 598 512 654 Password: Welcome2

2020 SEMINAR SERIES: Why a Roth IRA, Why Now? Valuable tips to help you reach your goals

Cut through the clutter and decide if a Roth IRA conversion is right for you. Understand the value of balancing taxable income with tax-free income in retirement. Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls.

Find out which factors to consider before choosing a Roth conversion. Join us to see if this strategy can work for you!

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

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

Meeting number: 599 903 621 Password: Welcome2
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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.

Our videos

5 videos
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The path to a financial comeback
The path to a financial comeback

Based on findings in the Financial Comebacks study from Ameriprise, hear expert insights on the most common setbacks and strategies to recover. (15:36)

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Midyear insights: What may be next for the markets and economy?
Midyear insights: What may be next for the markets and economy?

Hear insights on year-to-date market and economic drivers, and key indicators to watch through the rest of the year. (23:53)

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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)

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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)

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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.

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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)