• How we work

    We take the time to understand what’s important to you and deliver personalized advice.
    Learn more
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • 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

We help provide the security, confidence, and peace of mind you and your family deserve.

You are not just another face in the crowd.

You are unique, and so are your financial goals. That's why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

Are you looking for a solid, yet strategic investment strategy that helps to build and protect wealth? With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to strengthen your portfolio’s potential and suit your risk tolerance. We’ll regularly review your portfolio and will offer new strategies as your life changes and the market goes up and down.

In a life of uncertainty,planning for the future may feel impossible.

Do I have enough to retire? Can we afford that house we love? What's going to happen to my 401k if the market turns? Questions like these can keep you up at night.

Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. We provide financial planning and investment management strategies to help you pursue your unique financial goals, through every stage of life.

Feel more confident in your financial future. Talk to one of our experienced team members today.

The Trosclair Confident Wealth Process

Your goals are important to you, and that makes them important to us. We consider each client's unique circumstances and goals through our client-centered process.

Make an Appointment -Choose a time that is most convenient for you.

Meet with a financial advisor -We meet in person to get to know you and your unique circumstances and goals.

Develop Your Unique Plan - Our experienced team creates a personalized and comprehensive plan to help you pursue your goals.

Implement the Plan -Once you give the go-ahead, we help you implement the plan.

Check in Along The Way- We stay in touch as you make progress toward your financial goals, helping you make adjustments to keep you on track.

Our videos

3 videos

The Ameriprise difference

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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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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)