We have rebranded our practice to Interlock Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. We believe Interlock Wealth Management better represents our vision of service to clients, our team approach, and commitment to you. Our mission and commitment are now better defined by the components of our team’s name:
Interlock – The word represents an action and an entity. The action is helping clients discover the “why” behind their money and connecting their financial decisions to that vision for now and the future. The entity represents our team and our role in coordinating and connecting all parts of comprehensive financial advice.
Wealth – For us, this word represents the end goal in our work with clients. While wealth can mean money, it can also be a tool to allow for the pursuit of a life of abundance. With that in mind, wealth can come to signify time with friends and family, the pursuit of one’s passions, and greater financial confidence.
Management – We provide comprehensive financial advice via a client-centric approach. Our knowledgeable team uses our decades of combined real-world financial experience to help clients "see around the corner" to assist them in planning for the certainty of uncertainty in all aspects of their financial lives.
Outside of the official practice name, nothing else is changing and we look forward to continuing to serve you for years to come as
Interlock Wealth Management!