Industry: Social Services

WealthPoint Partners – Ameriprise Financial Services, LLC provides specialized financial planning services within the social services sector, focusing on helping individuals and families achieve greater stability and long-term well-being. While primarily known for their financial planning expertise, their involvement in the social services industry centers on supporting clients through life transitions, retirement preparation, and financial literacy—crucial components of holistic community support. Their advisors work with a diverse range of clients, including those navigating complex life circumstances, such as caregiving, divorce, or disability, helping them build secure and sustainable financial plans.

Their approach is rooted in personal connection, offering comprehensive planning that goes beyond investment strategies to address key concerns like budgeting, debt management, and legacy planning. The team at WealthPoint Partners is committed to inclusive service, tailoring each financial plan with care and sensitivity to a client’s unique social and economic background. Their affiliation with Ameriprise also gives clients access to a broad suite of resources and support systems designed to empower financial decision-making as part of broader life goals.

Key Services:

– Financial planning for families and individuals in vulnerable or transitional periods
– Retirement planning and income strategies for aging populations
– Savings and investment guidance for long-term stability
– Debt management and budgeting support
– Financial education and literacy initiatives tied to community well-being
– Personalized advice tailored to clients with caregiving, disability, or income limitations