Koney Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 5.0 / 5 rating based on 75 reviews
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Get to know us

We are committed to helping our clients achieve their financial goals. Learn about our team.
Meet the team
Personalized advice

Your financial goals are unique to you. Learn how we can help you achieve them.
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Market insights

Read the latest market and economic updates from Ameriprise experts.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

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.

Request a consultation

December 20, 2024

2024 stock market reflections December 16, 2024

Now Playing

Will the 2024 market momentum carry into 2025?

Will the 2024 market momentum carry into 2025?

Stocks experienced significant positive momentum in 2024. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares his insights on whether that trend may continue in 2025. (3:43)

December 10, 2024

View more markets and economic insights

We’ve got some exciting news to share: Koney Wealth Advisors has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. All of us at Koney Wealth Advisors couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial clients receive advice that is personalized to their financial goals. Because of this, 9 out of 10 of our clients are likely to recommend the experience to friends or family. Begin your journey with us today: https://www.ameriprise.com/financial-planning (0:30)

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:39)

Be confident, connected and in control of your financial life

Be confident, connected and in control of your financial life

An Ameriprise financial advisor takes the time to understand what’s truly important to you. Working with an advisor, you’ll receive personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement^® approach. With regular reviews of your goals and progress, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and in control of your financial life. (1:49)

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

Personalized goal-based advice to help you feel more confident about your financial future.

Digital tools from Ameriprise provide anytime access to your investments to help you stay on track.