Advisor photo for Ivy Peterson

Ivy Peterson

Private Wealth Advisor
President of
Gold Coast Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC

An Ameriprise Private Wealth Advisor

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our Mission

Touch the lives of our clients through the power of strategic planning. To inspire financial confidence across multiple generations of everyday people everywhere.

Our Commitment:

  • We look to understand and document your financial goals and track progress against them.
  • We recommend investments and strategies based on your unique goals, and we can use asset allocation as an approach to manage those investments.
  • You can see the investments you own and how they are performing as well as your financial goals and your progress towards those goals, at any time, any place, from any device you choose.
  • Your advisor can meet with you face-to-face or screen-to-screen at least annually and reach out proactively at least four times each year unless you tell them, "no thank you." We can return your call or email the same day.

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Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including me on their 2024 Best-in-State Women Wealth Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

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.