OnPointe Guiding Wealth

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 34 reviews
See disclosures

Team photo for OnPointe Guiding Wealth

Partnering with employers to offer financial education benefits that empower their workforce.

  • Get to know us

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

  • How we work

    We provide personalized advice based on what’s most important to you.
    Work with us

  • Introduce us

    If you know someone who has financial questions, please let them know about our practice.
    Refer us

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

Featured insights

  close
View more markets and economic insights

Financial guidance for the whole family

When it comes to financial wellness, the whole family deserves a seat at the table. We are dedicated to understanding and meeting the unique financial goals of each generation. We specialize in crafting personalized financial strategies that resonate with the varied aspirations of both younger and older family members.

Our approach involves engaging each generation in meaningful conversations about their distinct financial priorities. Whether it’s planning for education, retirement or personal investments, we ensure every voice is heard and every goal is addressed.

We also emphasize the importance of financial literacy across generations, empowering each family member to make informed decisions for their future. For a tailored, multi-generational financial planning experience, we are ready to assist.

Refer us