Certified by MapleRock Wealth Management - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At MapleRock Wealth Management, 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 Wellesley, MA 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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Online appointmentsAvailable
Onsite servicesAvailable
Wheelchair accessible entranceAvailable
Wheelchair accessible restroomAvailable
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Certified by MapleRock Wealth Management - Ameriprise Financial Services, LLC • Aug 16, 2026
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
What services does MapleRock Wealth Management offer?
MapleRock Wealth Management specializes in investment management, financial planning, retirement strategies, estate planning, and insurance services.
Where is MapleRock Wealth Management located?
It is located at 60 William Street, Suite 140, Wellesley, MA 02481, USA.
Can I book an appointment online with MapleRock Wealth Management?
Yes, MapleRock Wealth Management offers online appointment bookings through their contact page.
How can I contact MapleRock Wealth Management?
You can reach them by phone at +1 781-943-3823 or email at MapleRockWealthManagement@ampf.com.
Does MapleRock Wealth Management provide onsite services?
Yes, they provide onsite financial advisory services in addition to online appointments.
Is MapleRock Wealth Management affiliated with any larger financial organizations?
Yes, it is a private wealth advisory practice of Ameriprise Financial Services, LLC.
Which nearby financial services might complement my visit to MapleRock Wealth Management?
Nearby financial services include Kevin Dowd - Raymond James, UBS Financial Services Inc., Morgan Stanley, and Merrill Lynch Wealth Management, which you may visit for additional advice or services.
What nearby places of interest can I visit before or after my appointment at MapleRock Wealth Management?
You can visit The Nines, a landmark and historical building nearby, or relax at Wellesley Office Park 40 William, which is a local park and transportation hub.
Are there nearby services for families in the area of MapleRock Wealth Management?
Yes, Bright Horizons at Wellesley provides day care and preschool services nearby, which could be convenient for clients with children.
Where can I find more information about the professional background of MapleRock Wealth Management advisors?
More information is available at FINRA's BrokerCheck website, which provides verified details about their advisors' qualifications and histories.
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Certified August 16, 2026Yext Knowledge Graph
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