Three Buckets Wealth Management - Latham, NY: Ameriprise

Three Buckets Wealth Management: An Ameriprise private wealth advisory practice serving the Latham, NY area.

Client Satisfaction 5.0 / 5 rating based on 41 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.

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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Exceptional Client Satisfaction

Exceptional Client Satisfaction

Personalized financial advice from an advisor who understands you and the markets does more than help our clients reach their goals. It helps us get a 4.9 out of 5 overall satisfaction rating. (0:15)

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A legacy for generations

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For Dan and Judy Toland, the family’s legacy had been passed on from generation to generation. A strategy using life insurance is now helping them carry it forward to yet another generation. (4:02)

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The secure site on ameriprise.com

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Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

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Personalized financial advice based on my goals

Personalized financial advice based on my goals

Every client deserves to feel like their financial advisor is focused on them and them alone. Our advisors put your needs first and provide customized advice to help you reach your goals. That’s why 97% of our clients say their advisor cares. (0:15)

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)