WellBridge Wealth: An Ameriprise private wealth advisory practice serving the Colchester, VT area.
Client Satisfaction 5.0 / 5 rating based on 25 reviews

  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options

  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

    Explore tax insights

  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
    Explore

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

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

Request a consultation

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Events

2023 SEMINAR SERIES: When Your Health and Your Money Intersect

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join this webinar to learn more about:

· Key health discussions and decisions

· How a little preparation goes a long way

· How your advisor can help

Please call: 1-844-621-3956

Meeting Number (Access Code): 2487 792 7630#

Password: Seminar1!

2023 SEMINAR SERIES: Things I Learned - A Caregiver's Journey

When we become a caregiver, it often happens without warning, guidance or support. This session provides deeply meaningful ways to connect with family and loved ones when they are forced into the stressful role of a becoming a caregiver. In this presentation we will cover:

  • Resources for you to share to make a meaningful difference in their lives
  • Understanding what is really needed in these circumstances
  • Preparing for the future

The tools and resources in this presentation will enable you to be the very best version of yourself as a caregiver.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2483 037 2554#

Password: Seminar1!
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Honored to receive recognition

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.