Wisdom Pointe Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 5.0 / 5 rating based on 35 reviews

Wisdom Pointe Wealth Advisors: An Ameriprise private wealth advisory practice serving the Roseville, CA area.

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If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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Market volatility

Stay on track with your financial goals during changing market conditions.
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Proud to be recognized

2022 Ameriprise Client Experience Award recipient

Thank you

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.

We’re thrilled to announce that, Stanley Leong and Sarkis Anduze, received a 2023 Five Star Wealth Manager award. Congratulations, Stanley & Sarkis! Thank you to our clients for your continued trust and loyalty — helping you reach your financial goals is the best part of our job!

4 videos

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Why investors should consider this key ingredient

Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

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Meet the Advisors

Meet the Advisors

The team of Wisdom Pointe Wealth Advisors describes the advisor experience.

(2:24)

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Will stress in the banking sector cast a shadow over Q2?

Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

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How to navigate market volatility

How to navigate market volatility

When the stock market fluctuates, it’s natural to feel uncertain about your investment decisions. Together, we can review your portfolio and discuss personalized recommendations that support your financial goals throughout all market cycles. (1:51)

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

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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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)