Three Buckets Wealth Management: An Ameriprise private wealth advisory practice serving the Latham, NY area.
Client Satisfaction 4.9 / 5 rating based on 48 reviews

  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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  • Our Team Serves You

    Meet the Three Buckets Wealth Management advisory and client service team.

    Meet the Team

  • Your financial priorities

    Learn more about key financial and investment insights to help you achieve your goals.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our Vision and Values

At Three Buckets Wealth Management our vision is to be our community’s first choice for financial coaching and goal achievement while making a generational impact for our clients and the ones they love.

We value integrity, family, service, and excellence.

~ Integrity~

Doing the right thing.

~ Family ~

Showing loyalty and compassion to all.

~ Service ~

Meeting and anticipating the needs and desires of our clients.

~ Excellence ~

Committed to continued improvement.

We COACH clients to identify and achieve their goals.

We MENTOR advisors in accordance with our 3B BP’s and values.

We DEVELOP staff to anticipate the needs of those we serve.

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Multigenerational approach

Leaving a legacy is within reach through our holistic approach to multigenerational financial planning. We collaborate with you and your family to offer strategies to help build and sustain wealth and ensure a healthy financial situation that can last for generations to come.
From the beginning, we establish what your family values; values that are not just from a financial or business success standpoint, but also the ways in which you desire to contribute to your communities – through charitable contributions or otherwise. These values become essential to creating a comprehensive family wealth financial plan. Collaboration is key, so we thoughtfully bring everyone to the table to make sure all goals and objectives of the family can be met.
Proactively taking the steps now to create a family wealth financial plan can allow you to become an active steward of your wealth while enjoying life now and in the future. We begin this process by setting a family meeting to review your beneficiaries, update or create needed legacy documents, and, of course, address questions or concerns you may have. If you think it would be helpful to have a comprehensive family wealth conversation or for us to meet with other members of your family, we are here to help.
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