Forbes Best-in-State Wealth Management Teams, 2025

  • Your financial priorities

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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
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  • Market volatility

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

Reach your financial goals with greater confidence

Helping you achieve the financial goals that matter most is what we do best. Whether you’re buying your first home, saving for college or planning for retirement, you can rely on us to help you navigate the future with greater confidence. We offer personalized financial advice, investment strategies and a range of solutions based on your needs and risk tolerance. Schedule a complimentary initial consultation to discuss how we can help you reach your financial goals.

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Events

Bloom & Explore at the Nature Center - Austin, MN

Fun for the whole family hosted by the Financial Advisors at Wealth Management Solutions.Open House-Style EventWe know life with young kids is full of joy, a little chaos and a busy schedule. We've designed this event with that in mind! Whether you stay a little while or the whole time, we invite you to come as you are and as you can... with your littles!

Cheers & Beers - Pipestone, MN

Join us for Cheers & Beers. A social hour open house with Wealth Management Solutions to introduce Brianne Erickson, CEO of Wealth Management Solutions and Jeff Morgan, Associate Financial Advisor.Drinks and light food provided.

Summer Soir�e - Mankato, MN

We appreciate YOU! You're invited to our Summer Soir�e - an evening of connection, conversation and celebration. A relaxed and refreshing evening of mingling with our team and connecting with others in our community. Let’s toast to summer with light bites, drinks, music and great company. We’re grateful for you and can't wait to celebrate with you!

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Creating your family legacy

What do you plan to leave behind for the people you love? We can collaborate with you, your family and your attorney to create strategies to build and sustain wealth and work toward a healthy financial future that can last for generations to come.

We start by focusing on what your family values. These values are not just from a financial standpoint but also the ways you contribute to your community through charitable contributions or other ways of giving back. Collaboration is key, so we thoughtfully bring everyone to the table to make sure the entire family’s goals and objectives are considered.

Proactively creating a family wealth financial plan can allow you to become an active steward of your wealth while enjoying life now and in the future. We begin this process by setting a family meeting to review your beneficiaries, review needed legacy documents, and, of course, address questions or concerns you may have.

If you think it would be helpful to have a comprehensive family wealth conversation or for us to meet with other members of your family, we are here to help.
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