At TapRoot Advisory Group, we embody our team values of Integrity in all we do; Meaningful Work as a team and with our clients; Cooperation through our client Relationships and our collaboration with each other; and Recognition through watching hundreds of clients accomplish their goals and dreams over the years. We are extremely grateful for the opportunity to service and empower each other and especially each of You, our Valued Clients.
We chose the name TapRoot because of the symbolism of what the taproot represents with the meaningful work we do with our clients. The taproot is deeply anchored in the soil. It is a dominant root from which other roots sprout. It is the strongest root and the lifeblood of the being it supports. Our entire team is grateful and unbelievably humbled to be the TapRoot for our clients and their families, advising during the successes and challenges through many generations on much more than just finances. Thank you for continuing to let us into your hearts.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2024 Ameriprise Financial, Inc.