Cordian Wealth - Ameriprise Financial Services, LLC
Why pick this one
Cordian Wealth offers personalized investment strategies and has been recognized by Forbes as a Best-in-State Wealth Management Team.
Best for
- personalized financial planning and investment management
- retirement income strategies
- estate planning
Look elsewhere if
- looking for low-cost, no-advice investment options
- basic banking services
Specialties
- Estate Planning Strategies
- Investment Management
- Wealth Preservation Strategies
- Retirement Income Strategies
- Tax Planning Strategies
Certifications
- CFP
- BFA
- CRPC
What makes them different
- Forbes Best-in-State Wealth Management Teams, 2023, 2025 & 2026
- Jim Rice, Five Star Wealth Manager, 2013-2017 & 2019-2022, 2024
- Personalized investment strategies designed based on client needs
- Regular discussions to tailor financial strategies
- Complimentary initial consultation
- Serves
- Charlotte, Statesville
Distilled from this business's own website.
Contact & Location
- Address
- 8832 Blakeney Professional Dr, Ste 302, Charlotte, NC 28277
- Phone
- 7049442060
- Website
- https://www.ameripriseadvisors.com/team/cordian-wealth/
- james.2.rice@ampf.com
Services
- Financial Planning
- Investment Advisory Services
- Retirement Planning