Get Personalized Financial Advice from Zoe Whitmore

How to begin

If you're interested in learning more about how I can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, I can give you a new perspective and answer your unaddressed questions.

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Before we meet, consider these financial questions:

What are your most important financial goals right now?
What concerns you most about your finances?
Did a specific life event or need prompt you to seek advice?
How are your investments performing in current market conditions?
What are you looking for from a financial advisor? What are you not receiving currently?

To help understand your current financial picture, I may also ask you to bring recent bank and investment statements and insurance policies.

Zoe Whitmore, Private Wealth Advisor, KW Capital Advisors, Ameriprise Financial

Private wealth advisor serving affluent individuals and families with tailored, tax-efficient strategies to grow, preserve, and transfer wealth. I simplify complexity, align finances with purpose, and guide clients through every stage with clarity and confidence.

During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, estimated costs and fees, and next steps.

View my services and solutions

I look forward to hearing from you

For more than 130 years, Ameriprise advisors like me have been helping people like you achieve their financial goals. When you’re ready, reach out to schedule your complimentary initial consultation.

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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Diversification can help protect against certain investment risks but does not assure a profit or protect against loss.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
An Ameriprise Financial Franchise
The named advisory practice is not itself a separately-registered investment adviser or broker-dealer.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Get started with personalized financial advice

Advice to help you achieve what’s most important to you

One to one financial advice based on your goals and needs

How to begin

1. Schedule your complimentary initial consultation

2. Prepare for your consultation

3. Get to know me

4. Meet with me

Our ongoing partnership

I look forward to hearing from you

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