WellBridge Wealth - Colchester, VT: Ameriprise

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Client Satisfaction 5.0 / 5 rating based on 32 reviews
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2023 Ameriprise Client Experience Award recipient

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Staying focused on tomorrow’s goals

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

We’ll work with you to provide personalized financial advice that helps you navigate your short-term financial needs while staying focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Now Playing

Q4 outlook: Will interest rate cuts be a boon for investors?

Q4 outlook: Will interest rate cuts be a boon for investors?

Will the last quarter of 2024 continue on a positive trajectory for the markets and economy? Ameriprise Financial experts weigh in. (9:04)

October 10, 2024

U.S. election guide for investors August 19, 2024

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2024 U.S. presidential election: Impact on investors

2024 U.S. presidential election: Impact on investors

As the 2024 U.S. elections draw closer, Ameriprise Financial experts share their insights on how the results may influence the broader market, economy and investments. These insights are not political statements from Ameriprise Financial, nor are they an endorsement of a particular candidate or political party. (13:40)

September 09, 2024

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Events

Washington Update

NOV 21, 2024 / 12:00 PM - 12:45 PM

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond.

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All of us at WellBridge Wealth are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire WellBridge Wealth team and the great experience we work so hard to provide for our clients every day.

Putting clients first for 130 years

Putting clients first for 130 years

For 130 years, Ameriprise Financial has remained true to its vision of putting our clients' interests first. A strong financial foundation, passionate stewardship of the business and a track record of standing behind clients through good times and bad is at the heart of our success. (2:34)

2024 midyear market and economic outlook

2024 midyear market and economic outlook

As the first half of 2024 ends on a strong note, what might drive market and economic conditions in the second half? Ameriprise Financial experts weigh in.

(9:50)

We understand your unique goals

We understand your unique goals

Ameriprise Financial advisors deliver personalized advice to help clients reach their unique financial goals. With 130 years of history, we know nothing is more important and it’s why clients rate us 4.9 out of 5 in overall customer satisfaction. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

How long will Big Tech drive markets?

How long will Big Tech drive markets?

Big Tech has been a key driver of stock prices in 2024. When might more S&P 500 Index companies, industries and sectors begin to contribute? Ameriprise Financial Chief Market Strategist Anthony Saglimbene weighs in. (3:18)

What matters most to you, matters most to us

What matters most to you, matters most to us

At Ameriprise Financial, we know that no one else has your personal goals, ambitions, and dreams. That’s why our financial advisors deliver personalized advice that can help you feel more confident in your financial future. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

Four Generations. One Solution.

Four Generations. One Solution.

Leaving a legacy for her family was at the top of Bonnie’s financial goals. This moving video shares her family’s reflections about that legacy—and the important role RiverSource annuities played. (7:21)

Reach Your Financial Goals With Help from Ameriprise Financial Advisors

Reach Your Financial Goals With Help from Ameriprise Financial Advisors

Ameriprise Financial Advisors provide personalized advice to help our clients reach their financial goals in the short and long term. With over 125 years of history, we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust to help set them up for financial success. Start financial planning with us today.

(2:24)

Plan for passions

Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:06)

What are your college savings options?

What are your college savings options?

Saving for college is one of life’s biggest financial goals. With numerous savings options to consider, it’s important to choose one that aligns with your unique situation and other long-term goals. Learn about three common tax-advantaged solutions to help you weigh your options. (2:36)

Traditional vs Roth IRAs

Traditional vs Roth IRAs

When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a strategic tool for long-term financial planning. Learn about the key differences between the two most common types of individual retirement accounts - Traditional IRAs and Roth IRAs. (2:27)

Paying for college: What financial steps should you take?

Paying for college: What financial steps should you take?

From financial aid and funding sources to student loans and tax incentives, here are eight key considerations that can help you make informed decisions when preparing to pay for college. (3:06)

Strategies to help reduce investment risk

Strategies to help reduce investment risk

Learn ways to help reduce investment risk and feel more confident about your financial future. Here are three strategies that can help you mitigate risk, reduce volatility in your portfolio's value and potentially earn more consistent returns over time. (2:49)

Financial advice I can count on

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)

Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (2:03)

Financial advice that can help build confidence

Financial advice that can help build confidence

Financial advice from an Ameriprise financial advisor can help you navigate today more confidently and still stay on track to reach your goals tomorrow. Start feeling more confident now at: www.ameriprise.com/experience/talk. (0:30)

Personalized Financial Advice from Ameriprise Financial Advisors

Personalized Financial Advice from Ameriprise Financial Advisors

At Ameriprise Financial, more than 9 out of 10 of our clients are likely to recommend the experience to friends or family, because the advice we give is personalized to help you reach your goals with more confidence. Get your personalized financial advice today: https://www.ameripriseadvisors.com/ (0:30)

WellBridge Wealth

Seth Blanchard, Ameriprise Ultimate Digital Excellence Award, 2023