Compelling Wealth Advisors - Madison, WI: Ameriprise

Markets may shift – our support doesn’t.

We’re here to help during this period of market volatility and uncertainty.

See market volatility resources.

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

Reach your financial goals with greater confidence

Helping you achieve the financial goals that matter most is what we do best. Whether you’re buying your first home, saving for college or planning for retirement, you can rely on us to help you navigate the future with greater confidence. We offer personalized financial advice, investment strategies and a range of solutions based on your needs and risk tolerance. Schedule a complimentary initial consultation to discuss how we can help you reach your financial goals.

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3 factors driving market volatility: How to handle the uncertainty March 05, 2025

April 16, 2025

How to navigate market volatility

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Events

Protecting Your Data: Aware and Prepared

APR 22, 2025 / 12:00 PM - 1:00 PM

Shred Event!, Start Date - 4/28/2025 9:00 AM

APR 28, 2025 / 9:00 AM - 3:00 PM

Time to clean house after Tax Day! Drop off your documents to be securely shredded! Stop by anytime between 9am and 3pm on April 28th, 29th or 30th with your documents. We will also have donuts and coffee for all your hard work.

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All of us at Compelling Wealth Advisors 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.

U.S. tariffs: Market and economic impacts, explained

U.S. tariffs: Market and economic impacts, explained

Uncertainty surrounding the implementation of U.S. tariffs is likely to be the big economic issue of 2025. Ameriprise Financial Chief Economist Russell Price provides his insights on the future of U.S. trade policy, as well as the potential economic and market impacts.

(2:51)

Why fixed income diversification, why now

Why fixed income diversification, why now

In recent years, fixed income investors seeking stable returns have shifted strategies amid changing interest rates and inflationary conditions. Fixed income strategist, Brian Erickson, explains why what’s worked in the past may not work today. (2:48)

A solid foundation starts with protecting income

A solid foundation starts with protecting income

Pascale Haspil implemented a recommendation from her advisor nearly 20 years ago. Today, it's helping keep her financial security intact. (4:08)

2025 market and economic outlook

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)

Four Generations. One Solution.

Four Generations. One Solution.

Leaving a legacy for her family was at the top of Bonnie’s financial goals. This moving video shares her family’s reflections about that legacy—and the important role RiverSource annuities played. (7:21)

How can personalized advice help you reach your financial goals? Let’s start with a conversation.

Proud to be part of the Ameriprise legacy of putting clients first for 130 years.