Wisdom Pointe Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Wisdom Pointe Wealth Advisors: An Ameriprise private wealth advisory practice serving the Roseville, CA area.

Wisdom Pointe Wealth Advisors, Ameriprise Client Experience Award Recipient, 2021

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

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.

Ameriprise Financial is the #1 most trusted Wealth Manager

Our clients and their goals are at the center of all we do. We are proud to be part of Ameriprise Financial, the #1 most trusted Wealth Management company according to Investor’s Business Daily.

Our videos

3 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)