Effective November 15, 2023, we will be merging our practice with Sexton and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC. They are located in both Murfreesboro and Nashville, Tennessee.
This decision has been carefully considered, and we believe it will bring significant benefits to you, our valued client. Jennifer Sexton, CFP®, Private Wealth Advisor, and her team share our commitment to providing exceptional service. By coming together as a single practice, we aim to enhance our ability to serve your financial needs efficiently and effectively. This merger solidifies our existing experience and adds resources that will improve our service to you.
Here’s what you can expect:
- Our commitment to helping your money serve your life in alignment with your values, will remain the core of what we do;
- All aspects of your accounts and your relationship with Kindred Wealth and Ameriprise Financial Services LLC will remain unchanged;
- Our name, Kindred Wealth, will remain; We will continue to hold meetings in our Norman, OK, office and virtually, based upon your preference;
- We will have an expanded office footprint, with additional locations in the vibrant cities of Murfreesboro and Nashville, TN.
It is a privilege to serve you and your family, and we look forward to continuing our relationship with our expanded team. If you have any questions or concerns about this merger, please do not hesitate to call.