Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Cash Flow Management Strategies

Awards & recognition

  • Roseville Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Roseville Wealth Management Group, Ameriprise Client Experience Award, 2020-2023
  • Dane Burkholder, Ameriprise Chairman's Advisory Council, 2019-2020
  • Dane Burkholder, Barron’s Top 1,200 Financial Advisors, 2020-2024
  • Dane Burkholder, Barron’s Top 100 Independent Financial Advisors, 2021-2024
  • Dane Burkholder, Forbes Best-in-State Wealth Advisors, 2019-2024
  • Dane Burkholder, Forbes Top Next-Generation Wealth Advisors, 2019

Community participation

Honored to be recognized in Forbes

We’ve got some exciting news to share: Roseville Wealth Management Group has been named to the 2023 ForbesBest-in-State Wealth Management Teams list. We couldn’t be prouder, as this achievementreflects our shared commitment to helping our clients feel confident, connected and in control oftheir financial lives. A sincere thank you to our clients for your continued trust and to Forbes forthe recognition.

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