Wisdom Pointe Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Wisdom Pointe Wealth Advisors

Ameriprise Client Experience Award, 2020

  • Connect with us

    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

    2020 Ameriprise Client Experience Award winner. View our Ameriprise client letter from our CEO.

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

Focusing on the big picture

 Hard work got you where you are. But who do you rely on to help you go even further? As your financial advisors, it’s our job to get to know your goals and priorities as well as we know the markets. We’re proud to be a financial advisor and have made it our life’s work to help people like you not only envision your future but build it. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

How we’ll work together during the COVID-19 pandemic

Our team remains available and committed to serving you. As we continue to prioritize safety, we will conduct our client meetings via phone or online, rather than meeting in person.

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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)