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  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Putting your interests first; it’s what we do

Ameriprise earned a 2020 Hearts & Wallets Top Performer recognition for the investment industry in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its unwavering commitment to understanding what’s most important to each client and providing advice based on your unique goals. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Honored to be recognized in Forbes

We’re excited to announce that Forbes named Phil Wood one of their Best-in-State Wealth Advisors for 2020, a list that spotlights top advisors across the U.S. We’re proud to work alongside Phil to help our clients achieve their financial goals. All of us at Wealth Partners would like to thank our clients for their trust, which made this recognition possible.

Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

Our videos

5 videos

The Ameriprise difference

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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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Navigating uncertainty in today’s markets

Short-term changes in the markets can be unsettling. Advice from a personal financial advisor who knows you and the markets can help you navigate today’s uncertainty while staying focused on tomorrow’s long-term goals. (0:15)