Seven Bridges Wealth Advisors is a dedicated financial planning practice operating under Ameriprise Financial Services, LLC, specializing in personalized wealth management solutions. Based in Albany, New York, the team focuses on helping individuals, families, and business owners achieve their financial goals through comprehensive planning and long-term client relationships. With an emphasis on integrity and tailored strategies, Seven Bridges provides a wide range of advisory services—from retirement and estate planning to investment portfolio management.

The advisors bring a client-first approach, taking time to understand individual financial situations before developing customized action plans. As part of the Ameriprise network, they are backed by industry-leading research, digital tools, and planning resources, ensuring clients receive trusted guidance and consistent support. Seven Bridges Wealth Advisors is known for its collaborative and education-focused culture, offering financial advice that empowers clients to make informed decisions.

Their affiliation with Ameriprise Financial also provides clients peace of mind, knowing they work with a nationally recognized firm that upholds strict fiduciary standards and regulatory compliance. The team often supports local financial literacy and community service initiatives, further reflecting their values-driven mission.

Website: https://www.ameripriseadvisors.com/team/seven-bridges-wealth-advisors/contact?cid=IP_local_google

Key Services:

– Personalized financial planning
– Retirement income strategies
– Investment management and asset allocation
– Estate and legacy planning
– Education funding strategies
– Insurance and risk protection consulting
– Tax planning strategies in coordination with outside tax professionals
– Wealth preservation and transfer planning