WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

Financial Services

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Office Primary Location: 3741 Douglas Blvd. Suite 290, Roseville, CA 95661 Office Secondary Location: 13620 Lincoln Way Ste 275, Auburn, CA 95603 Office Phone Number: 916-677-1640 Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence. Areas of focus: Retirement Planning Strategies Tax Planning Strategies Estate Planning Strategies Wealth Preservation Strategies Investments Insurance Retirement Plan Distribution Executive Compensation and Benefit Strategies Charitable Giving Small Business *Please visit: http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

Contact Information

Roseville , California , United States

ameripriseadvisors.com

WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC Org Chart

Employees

Total Employees:
11

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others11

Employees Working At WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

Lisa Metheny

Associate Financial Advisor CFS

Brooke Middleton

Marketing Director

Colin Grahl

Private Wealth Advisor

Susan Cattivera

Paraplanner Training Specialist

Rebekah Swann

Client Service Specialist

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WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC Email Formats

Buyer Intent

Pain Points	Locations	Technologies
Database Administration	Roseville, CA	communication, database, financial, share, client service
Digital Transformation	Roseville, CA	communication, database, financial, share, client service
Project Management	Roseville, CA	communication, database, financial, share, client service
Support	Roseville, CA	communication, database, financial, share, client service

Trigger

Tech Stack Used By WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

A quick view of products employed by WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

Board

List of technologies used by WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

Client service

Communication

Database

Financial

OS Used By WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

Jobs at WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

Hiring 2024-11-26 22:31:23

Client Service Specialist - Financial Services

Roseville, CA

Company OverviewWGG Wealth Partners is a leading financial planning firm committed to providing e...

Frequently Asked Questions About WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

What does Wgg wealth partners, a private wealth advisory practice of ameriprise financial services, llc do?+

What is Wgg wealth partners, a private wealth advisory practice of ameriprise financial services, llc's industry? +

Wgg wealth partners, a private wealth advisory practice of ameriprise financial services, llc operates in the Financial services industry.

What is Wgg wealth partners, a private wealth advisory practice of ameriprise financial services, llc's revenue? +

Wgg wealth partners, a private wealth advisory practice of ameriprise financial services, llc's revenue is 11m - 100m

What is Wgg wealth partners, a private wealth advisory practice of ameriprise financial services, llc's company size? +

Wgg wealth partners, a private wealth advisory practice of ameriprise financial services, llc has 11 - 50 employees.

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