Kimberlee Barrett-Johnson, Forbes Best-in-State Wealth Advisors, 2024
Our passion is helping you clarify and achieve your goals.
Meet the ArkWise Wealth advisory and client service team.
If you have questions or would like to schedule a complimentary initial consultation, get in touch.
Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
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.
The U.S. economy has outperformed expectations so far this year. Will that trend continue? Ameriprise Financial Chief Economist Russell Price weighs in. (3:26)
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Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give anon-partisan view of what to expect in 2025 and beyond.
With so much going on, it can be difficult to see the magic and beauty of the holidays. We want to provide an opportunity for you to slow down and enjoy this festive season in a beautiful setting.We are delighted to extend an invitation for you and a friend to join us as we gather together to enjoy great food with good company.Let's enjoy the holiday season together!
How can personalized advice help you reach your financial goals? Let’s start with a conversation.
ArkWise Wealth
Let's meet to discuss what's most important to you.
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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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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.
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