At Intellectual Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Sewickley, PA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Intellectual Wealth Group - Ameriprise Financial Services, LLC
Frequently Asked Questions About Intellectual Wealth Group - Ameriprise Financial Services, LLC
What services does Intellectual Wealth Group - Ameriprise Financial Services offer?
They specialize in retirement planning, business retirement plans, investment management, tax planning, intergenerational planning, executive compensation and benefits, wealth preservation, and estate planning strategies.
Where is Intellectual Wealth Group located?
They are located at 2100 Georgetowne Dr, Ste 202, Sewickley, PA 15143, USA.
What are the office hours for Intellectual Wealth Group?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
How can I contact Intellectual Wealth Group?
You can contact them by phone at +1 330-286-0455 or email at IntellectualWealthGroup@ampf.com.
Does Intellectual Wealth Group offer online appointments or onsite services?
Yes, they provide both online appointments and onsite services for their clients.
Can I make a reservation or schedule a consultation online?
Yes, you can schedule a consultation via their reservation page at https://www.ameripriseadvisors.com/team/intellectual-wealth-group/contact.
What nearby financial advisory firms are close to Intellectual Wealth Group?
Nearby financial advisory firms include Stratos Wealth Partners, Fragasso Financial Advisors, Stirling Wealth Management of Janney Montgomery Scott, Hooman & Associates, Aufman Associates Inc, Johnson Wealth Management, FamilyWealth Management Group, College Money Solution, Benchmark Financial Advisors, and The Werner Group.
What nearby wellness and spa services can clients visit before or after an appointment?
Clients can visit Transformation Weight Loss & Wellness, Tranquility WellSpa, and Melt Sauna Studio for health, beauty, and spa treatments nearby.
Are there dining options near Intellectual Wealth Group for clients to consider?
Yes, Stone Mansion Restaurant is a nearby American dining option that clients might enjoy before or after their visit.
What nearby healthcare services are available around Intellectual Wealth Group?
Nearby healthcare services include UPMC Cosmetic Surgery and Skin Health Center, Carolyn Anne Willis, MD, Alana Dowiak, PA-C, Next Level Spine & Sports Injury Center, and Catholic Hospice Inc.