Advisor photo for Thomas E Novosad

Thomas E Novosad


Private Wealth Advisor
Thomas Novosad and Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our Process

What to expect:

We provide a comprehensive approach to financial planning in the context of a long-term relationship with you. Through our experience we have learned it is helpful for you to understand what to expect. In partnering with us, you can expect prompt and consistent care that aligns with the financial goals you have shared with us. No matter where you are in the process—our connection-driven process will be there for you.

Connection-Driven Process:

Our connection-driven process is designed to evolve with you over time—from saving efficiently to creating your legacy—connecting the dots at every step along the way.

Why it matters:

By connecting with you – financially, and on a personal level – we can tailor our advice, helping you to maximize your financial potential and achieve the goals and security that are important to you and your family.

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Leaving a legacy

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.