Wealth Strategy Partners
A private wealth advisory practice of Ameriprise Financial Services, LLC
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# Wealth Strategy Partners
* 503.808.1515
* Email us
Client Satisfaction
4.9 / 5 rating based on 144 reviews
Forbes Best-in-State Wealth Management Teams, 2025
* ## Get to know us
  !
  We are committed to helping our clients achieve their financial goals. Learn about our team.
* ## Personalized advice
  Your financial goals are unique to you. Learn how we can help you achieve them.
* ## Key tax considerations
  Review tax planning strategies throughout the entire year, not just during tax season.
Background and qualification information is available at 
| Ameriprise Financial Services, LLC  Disclosure.
## Our commitment to clients
One-to-one financial advice
We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.
Personalized
recommendations
We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings
We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.
Anytime access
At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.
Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.
## Featured insights
Now Playing
2025 market and economic outlook
As the new year begins, Ameriprise Financial experts share key themes that may influence market and economic conditions in 2025.
(9:57)
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January 13, 2025
January 20, 2025
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## Events
### 
FEB 19, 2025 / 11:30 AM - 12:30 PM
A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy.
MAR 19, 2025 / 11:30 AM - 12:30 PM
You usually clean out your closet or home every spring... but have you ever spring cleaned your finances? This event will talk about the importance of doing a full review of your finances every year, what areas you should be focused on the most, and how to set yourself up for financial success for the rest of the year.
APR 16, 2025 / 11:30 AM - 12:30 PM
## Honored to be recognized in Forbes
All of us at Wealth Strategy Partners are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.
## Our videos
Personal financial advice from a professional advisor matters
The secret to staying confident in today’s economy is personal financial advice from an advisor who knows you and your goals. Advice from an Ameriprise financial advisor can help you make it through the current environment and still stay on track to reach your goals tomorrow. See how personal financial advice can help you stay on track: .
(0:30)
Putting clients first for 130 years
For 130 years, Ameriprise Financial has remained true to its vision of putting our clients' interests first. A strong financial foundation, passionate stewardship of the business and a track record of standing behind clients through good times and bad is at the heart of our success.
(2:34)
Will the 2024 market momentum carry into 2025?
Stocks experienced significant positive momentum in 2024. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares his insights on whether that trend may continue in 2025.
(3:43)
One-to-one financial advice. Exceptional client service.
Digital tools from Ameriprise provide anytime access to your investments to help you stay on track.
How can personalized advice help you reach your financial goals? Let’s start with a conversation.
> 
### Advice based on your goals and no one else’s
Do you know someone who could benefit from receiving personalized financial advice or a second opinion? We'd be happy to connect with your friends and family to discuss ways to help them reach their financial goals.
## Connect with us
503.808.1515
Email us
Office Locations
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* The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
* Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
* **Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with a practice using a scale of 1 to 5. Each client has an opportunity to access the Ameriprise Secure Client Site and provide a rating. The client satisfaction score is an average of all client responses for that practice within a rolling 24-month period and is updated daily. There is no minimum number of responses required for a practice to receive a rating and practices may have received unfavorable ratings. Client experiences may vary, and working with any Ameriprise practice is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of a practice’s qualifications.**
* Please visit  for important rules and disclosures about how you and I can interact on social media.
* 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.
* The Compass is a trademark of Ameriprise Financial, Inc.
* **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.**
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Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member  and .
© 2005-2025 Ameriprise Financial, Inc. All rights reserved.
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## Thank you for reaching out!
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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We look forward to helping you achieve your financial goals.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
 |
**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.**
Securities offered by Ameriprise Financial Services, LLC. Member
 and .
© 2025 Ameriprise Financial, Inc. All rights reserved.
### Introduce us
## We appreciate the opportunity to help your friends or family members achieve their financial goals.
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When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
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