Wisdom Pointe Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • 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 financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

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

Our approach

At Wisdom Pointe Wealth Advisors, we work with successful professionals and their families to plan for and transition into retirement. We have a comprehensive approach to plan for the future and prepare for the unexpected, and our educational process helps clients to feel more confident about what they're doing.

With our consultative approach, we leverage the network of professionals at Ameriprise Financial and can consult with your tax and legal advisors to make sure your finances are working together to pursue your goals.

At Wisdom Pointe Wealth Advisors, we believe that "knowledge" is knowing the facts, but wisdom is being able to align them with your future goals and dreams.

Our videos

4 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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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)