Granite Peak Wealth Advisors Team Profile

No two retirements look the same. What will yours be like? The Ameriprise^® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

Cash Flow Management Strategies
Wealth Preservation Strategies
Investments
Retirement Planning Strategies
Retirement Income Strategies
Retirement Plan Distribution
Insurance

Granite Peak Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025
Josiah Nelson, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2024
Jared Losing, Barron’s Top 1,200 Financial Advisors, 2016-2024
Jared Losing, Ameriprise Circle of Success, 2012-2023
Jared Losing, Forbes Best-in-State Wealth Advisors, 2018-2024

National Day of Service 2023

2014-2023 Our team, along with family members and clients have made it an annual tradition of volunteering for the Montana Food Bank Network in Missoula for the Ameriprise National Day of Service

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