TruBridge Wealth Advisors

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

Personalized, goal-based advice to help you feel more confident about your financial future.

  • Get to know us

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

    Read the latest market and economic updates from Ameriprise experts.
    Read more
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

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

Our approach

TruBridge Wealth Advisors - Our approach photo
Staying focused on tomorrow’s goals.
As financial advisors, people may think we only work with money. But the most important part of our job is working with our clients and providing advice to help them reach their financial goals. What’s important to you is our priority. We’ll give you personalized financial advice to help make it through today’s challenges and stay focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.


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Honored to be recognized in Forbes

We’ve got some exciting news to share: Chad Martindale has been named to the Forbes Best-in-State Wealth Advisors list for 2021. All of us at TruBridge Wealth Advisors couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

Our videos

6 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.

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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)