Lineal Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

Lineal Wealth Advisors, Ameriprise Client Experience Award Recipient, 2023

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Introduce us

    If you know someone who has financial questions, please let them know about our practice.
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  • Proud to be recognized

    2023 Ameripirse Client Experience Award recipient

    Thank you

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

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Honored to receive recognition

All of us at Lineal Wealth Advisors are honored to share that we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Lineal Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Asset Under Management.