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.
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Connect with us

If you have financial questions or want to schedule a meeting or consultation, get in touch.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Our customized approach to financial planning is designed to help our clients not only have more confidence in their wealth plan but truly enjoy the journey. We strive to help our clients successfully live the life they have imagined without undue stress, because they know they can work with us in legacy planning.

We take a comprehensive approach to help ensure our clients assets and liabilities are in line with their goals and objectives.

Are you looking for better ways to grow and manage your cash? Explore our Cash Management Interactive Guide to develop a smarter cash strategy.

Email me your results from the guide and let’s begin a conversation about how we can get your cash working harder for you.

9 videos

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Now Playing

Four larger investment themes to watch

Four larger investment themes to watch

Hear about four themes that may have implications for investors. Experts from Ameriprise Financial and Columbia Threadneedle Investments share strategic insights on federal debt, inflation, global economic recoveries and a second wave of COVID-19. (16:58)

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Pivoting your portfolio for the next stages in markets

Pivoting your portfolio for the next stages in markets

This week, Ameriprise experts provide insights to help investors who want to add or rebalance investments, dial down risk and consider sectors that could lead a recovery as they respond to questions submitted during the recent call with clients. (16:16)

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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. ()

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Personalized advice for your unique goals

Personalized advice for your unique goals

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

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Ramping up your savings for retirement

Ramping up your savings for retirement

If your income is too high to be eligible for a Roth IRA, we may have an option for you—it’s called a 401(k) to Roth IRA conversion and it may be just the thing you need for increased savings and tax- (2:39)

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Rolling over your 401(k) while you’re working

Rolling over your 401(k) while you’re working

When you turn 59½, you may be able to roll over some of your 401(k) while you continue to work. This option may allow you to select from a wider range of investment options that could help reduce risk (2:01)

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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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Smart charitable giving from your IRA

Smart charitable giving from your IRA

Learn how you could make a donation from your IRA using a Qualified Charitable Distribution (QCD), to support your favorite charity, while also receiving tax benefits. (2:14)

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Why beneficiary designations matter

Why beneficiary designations matter

Did you know the beneficiaries named on your retirement accounts override those named in your will? Learn how to ensure your assets are distributed as you intend while avoiding probate court. (2:23)

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)