The advisor listed is an Ameriprise financial advisor in Lake Oswego. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Our team takes a unique and collaborative approach to financial planning called Dream> Plan> Track>. It starts with your dreams supported by a strategic plan that covers your needs based on your entire financial situation. Once Wealthbridge Advisors establishes a firm direction, we work with you to provide solutions and help you take action. Together, we review and track progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. Well create a financial plan and develop an ongoing relationship that helps you adapt to your changing needs and goals. Because we work as a team, our practice offers depth and diversity in our combined skills and experience. Youll enjoy the personalized service and one-to-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our team is supported by professionals with backgrounds in many fields, so youll understand and feel comfortable with the guidance you receive and the strategy you develop with your advisor.