Tru Insight Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Tru Insight Wealth Advisors

Forbes' Top Best-in-State Financial Advisors for 2021.

  • 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 questions or would like to schedule a complimentary initial consultation, get in touch. 

    Contact us

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Tru Insight Wealth Advisors serves the needs of accomplished individuals and families. Our focus is for clients to have a clear understanding of where they are in their financial life and where they are headed.

We accomplish this through our three core tenets:

    • Comprehensive approach to financial planning and investment research.
    • Client education.
    • A collaborative team approach to providing solutions to client needs.

Honored to receive recognition

We’re excited to announce that Forbes named Robert Potter one of their Best-in-State Wealth Advisors for 2021, a list that spotlights top advisors across the U.S. We’re proud to work alongside Robert to help our clients achieve their financial goals. All of us at Tru Insight Wealth Advisors would like to thank our clients for their trust, which made this recognition possible.

This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.

Our videos

12 videos

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

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.

view commentary
 

Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)