The Cities Private Wealth Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • 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

Our Team’s mission is to help provide you more peace of mind with your financial plan by:

· Building your confidence,

· Earning your trust, and

· Tailoring your solutions.

Our passion is in our process, and that is to create an enjoyable journey for our clients, while focusing on their success.

Events

2020 SEMINAR SERIES: The 2020 Elections and the Future of American Politics

This online presentation will focus on: The Democrats and The Republicans, the wild card and the future of the Democrats and Republicans

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

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

Meeting number: 591 661 096 Password: Welcome2 For more information: call us at 563.359.4114 or email us at courtney.oconnor@ampf.com

2020 SEMINAR SERIES: Social Security – Get What’s Yours

The presentation will focus on these areas: Social Security essentials, Benefits and options, Strategies to consider

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

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

Meeting number: 590 811 921 Password: Welcome2 For more information: call us at 563.359.4114 or email us at courtney.oconnor@ampf.com
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Our office is open

Our team remains committed to serving our clients. We continue to hold all client meetings as scheduled and are available to meet by phone or online. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.

Our videos

8 videos
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Videocast: Sustain financial goals amid the stock market election cycle
Videocast: Sustain financial goals amid the stock market election cycle

Put stock market conditions into perspective within a portfolio. Watch experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposals. (18:09)

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Disinherit the IRS
Disinherit the IRS

The IRS could be an unintended heir of your assets. See how a strategy using life insurance can help you disinherit the IRS. (2:29)

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What is the outlook for the U.S. economy?
What is the outlook for the U.S. economy?

Since the Q2 downturn, U.S. economic recovery has been stronger than anticipated. What’s the trajectory through year-end and into 2021? Chief Economist Russell Price discusses forecasts for employment rates as well as U.S. and global growth trends. (2:21)

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You should be on vacation, not your assets
You should be on vacation, not your assets

You’ve worked hard all of your life. Shouldn’t your assets be doing the same? Find out how you can put your lazy assets to work protecting against the unexpected costs of long-term care. (2:20)

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Understanding the ‘Sequence of Returns’ risk
Understanding the ‘Sequence of Returns’ risk

In today’s market environment, ‘Sequence of Returns’ risk is one of the most critical risks to protect against. (2:29)

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5 aspects of the CARES Act aid package
5 aspects of the CARES Act aid package

The U.S. government’s $2 trillion liquidity injection is intended to help stem economic impacts of a recession. Ameriprise experts share insights on five key provisions for individuals, families, small businesses and self-employed workers. (15:36)

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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. (2:00)

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How will taxes affect your retirement?
How will taxes affect your retirement?

See how permanent life insurance can provide protection, retirement income and tax advantages – all in one. (3:27)

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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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)