Seven Bridges Wealth Advisors is a dedicated financial advisory practice affiliated with Ameriprise Financial Services, LLC. Specializing in personalized wealth management, the firm works closely with individuals, families, and businesses to create tailored financial strategies that align with clients’ life goals. Their core strengths lie in comprehensive financial planning, investment management, retirement income strategies, and estate planning. With a client-first approach, the team emphasizes long-term relationships, transparency, and in-depth personalized service.
Embedded in the White Plains, NY community, Seven Bridges Wealth Advisors offers insights steeped in both local market knowledge and national financial trends. As part of Ameriprise Financial, they bring more than a century of financial expertise and a robust suite of investment and planning resources. The firm’s professionals value a collaborative process, taking time to understand each client’s priorities, values, and financial aspirations. Their approach integrates smart planning with disciplined investment strategies to foster financial confidence and peace of mind.
Website: https://www.ameripriseadvisors.com/team/seven-bridges-wealth-advisors
Key Services:
– Comprehensive financial planning
– Investment portfolio management
– Retirement planning and income strategies
– Estate planning strategies
– Risk management and insurance analysis
– Tax planning strategies
– Education and college funding strategies
– Personalized advice for individuals, families, and small businesses
