Industry: Social Services
Organization: Fieldstone Private Wealth – Ameriprise Financial Services, LLC

Fieldstone Private Wealth – Ameriprise Financial Services, LLC focuses on empowering individuals and families to achieve long-term financial security, which contributes significantly to improving overall well-being—a key aspect of social services. Within this framework, the team provides personalized financial planning that supports life transitions, such as retirement, education funding, or caregiving needs. Their approach goes beyond investment management by considering clients’ personal values and life goals, helping them make informed financial decisions during critical life stages.

The firm often works with individuals who are navigating significant changes, such as loss of a partner, divorce, or the responsibility of supporting aging parents, making them a valuable resource for related social support networks. Their services help promote financial literacy and stability in the community, especially through tailored guidance and confidential planning processes. By fostering strong, long-term relationships, Fieldstone Private Wealth underscores the human side of financial advising that aligns with social service values. As part of the Ameriprise network, the team also adheres to industry-leading standards of ethics and client care. Through financial empowerment, they contribute to individuals’ ability to access housing, health care, and education—core pillars of social services.

Key Services:

– Personalized financial planning for families and individuals
– Retirement income strategies and life-stage planning
– Education savings guidance
– Financial advice through major life transitions (e.g., caregiving, divorce, loss)
– Wealth protection and risk management strategies
– Community-centric financial literacy education and support
– Long-term planning for aging and caregiving needs