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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

SecureBridge Wealth Advisors

Our name emphasizes our approach to wealth management by helping clients define their desired financial future and building solid plans to help them confidently achieve their short and long-term financial goals, including the transfer of wealth to future generations.

December 20, 2024

2024 stock market reflections December 16, 2024

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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

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Events

SecureBridge Wealth Advisors Annual Shred Event

APR 22, 2025 / 11:30 AM - 1:30 PM

Overwhelmed by pilesof old documents? Worried about identitytheft?
Ready to get rid of those tax documents? Now is your chance
to shred all of your personal documents. Join two offices ofAmeriprise Financial as they host an on-site shredding event.
Select location and time convenient for you!

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All of us at SecureBridge Wealth Advisors are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Strategies to help reduce investment risk

Strategies to help reduce investment risk

Learn ways to help reduce investment risk and feel more confident about your financial future. Here are three strategies that can help you mitigate risk, reduce volatility in your portfolio's value and potentially earn more consistent returns over time. (2:49)

Paying for college: What financial steps should you take?

Paying for college: What financial steps should you take?

From financial aid and funding sources to student loans and tax incentives, here are eight key considerations that can help you make informed decisions when preparing to pay for college. (3:06)

We understand your unique goals

We understand your unique goals

Ameriprise Financial advisors deliver personalized advice to help clients reach their unique financial goals. With 130 years of history, we know nothing is more important and it’s why clients rate us 4.9 out of 5 in overall customer satisfaction. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

Traditional vs Roth IRAs

Traditional vs Roth IRAs

When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a strategic tool for long-term financial planning. Learn about the key differences between the two most common types of individual retirement accounts - Traditional IRAs and Roth IRAs. (2:27)

Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (2:03)

Financial advice that can help build confidence

Financial advice that can help build confidence

Financial advice from an Ameriprise financial advisor can help you navigate today more confidently and still stay on track to reach your goals tomorrow. Start feeling more confident now at: www.ameriprise.com/experience/talk. (0:30)

Insurance: When to get it

Insurance: When to get it

People buy insurance at various stages of life. Find out why it may be optimal to buy it when you’re young. (2:48)

Navigate market uncertainty with confidence

Navigate market uncertainty with confidence

Clients rate Ameriprise a 4.9 out of 5 for overall satisfaction because our financial advisors understand their goals, as well as the markets. Find an advisor today: https://www.ameripriseadvisors.com/ (0:15)

How to navigate market volatility

How to navigate market volatility

When the stock market fluctuates, it’s natural to feel uncertain about your investment decisions. Together, we can review your portfolio and discuss personalized recommendations that support your financial goals throughout all market cycles. (1:50)

The confidence to stay invested

The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured Solutions 2^SM annuity help give you the confidence to stay invested. (1:35)

Plan for passions

Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:06)

Two Minutes on Asset Allocation

Two Minutes on Asset Allocation

Help your clients understand the value of asset allocation and how it works. (2:15)

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)

Financial Advice That's Personalized to You

Financial Advice That's Personalized to You

97% of Ameriprise Financial clients say they feel like their advisor cares about their ability to achieve goals. Find an Ameriprise financial advisor who will provide financial advice based on your specific goals. Start here: https://www.ameripriseadvisors.com/ (0:15)

SecureBridge Wealth Advisors

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