Monticello Wealth Management
Financial advice to help you achieve your goals
Monticello Wealth Management offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning, extensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals. Financial Advisors Bill Hall and Kezia Ramsey at Monticello Wealth Management, a financial advisory practice of Ameriprise Financial, LLC, are available at our Hartland and Hurstbourne locations to speak with you about your unique financial situation and goals.
Why work with a financial advisor?
You work hard for what you earn. Make sure your savings and investments are preparing you for the future you want. A financial advisor can help you achieve your short and long-term financial goals as well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it
A comprehensive approach
Together, you and your financial advisor will evaluate your current financial situation. From there, your financial advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your financial advisor will help you prioritize what’s important today, while planning for a confident financial future.
Solutions and advice aligned to your goals
Through Ameriprise Financial, you’ll have access to wide-ranging advice — from customized investment recommendations and asset allocation strategies to comprehensive financial planning that covers key aspects of your financial life — to help you meet your goals. And, your financial advisor can provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance and annuities, and much more.
Products and services available through Ameriprise
· Financial planning
· Retirement planning
· Investments
· Funding education expenses
· Insurance and annuities
· Estate planning strategies
· Retirement income strategies
· Tax planning strategies
About Ameriprise Financial
As a longstanding leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future.
Ameriprise Financial has remained true to its vision of putting its clients' interests first for 130 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business and institutional clients1, with more than $1 trillion in assets under management and administration2.
View the Ameriprise FINRA BrokerCheck listing.
Call Today to Schedule Your Complimentary Consultation
We invite you to visit with one of our Monticello Wealth Management consultants, Bill Hall or Kezia Ramsey, at no cost to you. Bill and Kezia will answer important questions that can affect your long-term financial security. Individual services or comprehensive planning is available based on your preferences and comfort level. Call today!
Bill Hall: 270.780.1150 bill.hall@ampf.com Bill's AMPF Site
Kezia Ramsey: 502.308.0347 kezia.ramsey@ampf.com Kezia's AMPF Site
1Company Report
2Company data, as of Q4 2023
We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Investment products are not federally of FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investments risks including possible loss of principal and fluctuation in value.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
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