Workhorse Wealth

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 14 reviews

Workhorse Wealth: An Ameriprise private wealth advisory practice serving the San Angelo, TX area.

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  • 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.
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  • Connect with us

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

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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

Our team name, Workhorse Wealth, represents our vision of client service, hard work, and dedication, reflecting our team approach and commitment to you.

The dictionary defines a workhorse as a person or machine that dependably performs hard work over a long period of time while maintaining strength, patience and a docile temperament. The work ethic demonstrated by these animals through generations of farmers and ranchers is a powerful standard. This parallels the standard that we, as Workhorse Wealth, have created with you and your family over the years to work in honoring your family’s goals and values as part of the financial planning experience you receive from us.

We pride ourselves on being available to our clients and providing knowledgeable and personalized financial advice to help prepare you for all stages of life. Our goal is to assist you in making financial decisions, help you meet your long term financial goals and provide targeted advice. We truly care about your family’s values and future.

Events

2023 SEMINAR SERIES: 8,000 Days

With today’s extended lifespans, a person could be facing roughly 20 or more years in retirement...approximately 8,000 days. Thinking of it this way, it becomes clearer that retirement is not an end, but rather a new and complex phase of life with many unknowns. That being said, getting started on the right foot is crucial.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 473 6152#

2023 SEMINAR SERIES: Navigating Volatility - Compelling Wealth Management Conversations

Join us for an economic update with Talley Leger, Senior Equity Strategist for the Global Thought Leadership team at Invesco. Join this Webex to learn more about:

  • What has the greatest impact on investment results?
  • Is the market really like a casino?
  • Bear markets are always scary but don’t have to be devastating

Please call: 1-844-621-3956

Meeting Number (Access Code): 2480 710 6615#

2023 SEMINAR SERIES: Children of the Revolution

We believe that we are in the midst of an extended Secular Bull Market. It is fueled by the combination of a Digital Revolution and Rise of the Millennial generation. The digital revolution is rapidly shifting the jobs and skills of the future. And the rise of the millennial is changing both meaning and nature of work. While the current market turmoil may be distressing, the future is very bright indeed!

Please call: 1-844-621-3956

Meeting Number (Access Code): 2499 774 7119#

Password: Seminar1!

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Our videos

6 videos
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What recent bank failures may mean for investors
What recent bank failures may mean for investors

In light of recent bank failures, it’s important to take a long-term view. Chief Market Strategist Anthony Saglimbene explains what these events may mean for investors and the banking system. (3:34)

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Two Minutes on the Ameriprise Investment Research Group (IRG)
Two Minutes on the Ameriprise Investment Research Group (IRG)

When you work with Ameriprise, you and your advisor are backed by the Ameriprise Investment Research Group – a team of professionals that carefully watches market conditions, evaluates the impact to investments and provides guidance as developments occur.

(2:00)

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What’s ahead for the housing market?
What’s ahead for the housing market?

Get the outlook on home sales, home prices and mortgage rates from Ameriprise Financial Chief Economist Russell Price. (3:39)

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Tomorrow’s success starts with today’s planning
Tomorrow’s success starts with today’s planning

Don’t get distracted by short-term uncertainty. Stay on track for the long term with advice from a personal financial advisor who understands you as well as they understand today’s markets. (0:15)

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Insurance: What are living benefits
Insurance: What are living benefits

There’s more to life insurance than just a death benefit. Learn about living benefits. (2:31)

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Understanding the ‘Sequence of Returns’ risk
Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:39)

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.
Refer us
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)