Guidance for every stage of life.
Kinecta Wealth Management financial advisors work with you to create personalized strategies for investing, retirement and long-term planning, delivered through our relationship with Ameriprise Financial Services.
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Financial Planning
We work closely with you to understand your unique goals, risk tolerance and time horizon, creating a customized financial plan that aligns with your aspirations.
Asset Management & Protection
We continuously review and update your investment and insurance portfolios to ensure they remain relevant as your circumstances change.
Retirement Planning
Whether you're just starting to plan for retirement or are looking to fine-tune your existing plan, we'll provide the guidance and support that can help you attain financial independence.
Legacy Planning
A legacy plan is critical to ensuring that your wishes are carried out should you become incapacitated or pass away. This applies to estates of all sizes, large and small.
Financial Education
We aim to equip you with the tools and insights to navigate your financial journey confidently and create strategies tailored to your needs and goals. Discover a world of financial knowledge through Kinecta Wealth Management's webinars.
Business Planning
We work with sole proprietorships and small to mid-size companies to guide retirement options, tax strategies, business succession planning, cash flow management and an investment approach tailored to your business.
Get clarity on the markets, and confidence in your decisions.
Gain perspective on the markets, economy and investing landscape with research and analysis from Ameriprise Financial. These insights help bring clarity to changing conditions so you can make informed decisions aligned with your long‑term goals.
Not FDIC or NCUA Insured
No Financial Institution Guaranteed
May Lose Value
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.
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.
The financial institution and Ameriprise Financial, Inc. are not affiliated.
Kinecta Wealth Management is a financial advisory practice of Ameriprise Financial Services, LLC.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.