Amberstone Wealth

Amberstone Wealth A private wealth advisory practice of Ameriprise Financial Services, LLC We maintain offices in Columbus and Chillicothe, Ohio.

Amberstone Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC, based in Columbus, Ohio. Led by Managing Partner David Rothstein, CFP®, CPWA®, BFA™, we provide comprehensive financial planning and wealth management for business owners, retirees and pre-retirees, high-net-worth families, and established professionals across Columbus, Central Ohio, and nationwide. Our

practice specializes in retirement income planning, estate and legacy planning, wealth preservation, tax planning, charitable giving strategies, and behavioral finance. We exist to simplify life for those who place their trust in us, inspire action toward meaningful financial milestones, and preserve legacy across generations. Amberstone Wealth was named to the Forbes Best-in-State Wealth Management Teams list in both 2025 and 2026. Our WHY

Simplify Life • Inspire Action • Preserve Legacy

Our GUIDING PRINCIPLES

Client Focused
Integrity Always
Elevate Others
Seek Progress
Pursue Balance

Our CREDO

Amberstone Wealth exists to simplify life for those who place their trust in us. We deliver our client experience with integrity, clarity, and the pursuit of personal balance. We strive to inspire action by guiding and elevating others to achieve life’s milestones. We seek progress through collaboration, education, and commitment to excellence. At Amberstone Wealth, we work to preserve legacy for our clients while making a positive impact in our communities. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

Last week, Amberstone Wealth advisors Julia Osborn, David Rothstein, and Michael Rothstein attended the Ameriprise Natio...
08/20/2026

Last week, Amberstone Wealth advisors Julia Osborn, David Rothstein, and Michael Rothstein attended the Ameriprise National Conference in Denver.

The conference theme, ICONIC, was especially fitting, as Amberstone founder Michael Rothstein was inducted into the Ameriprise Hall of Fame. After 44 years of dedicated service, a legacy of excellence, and the opportunity to work alongside his children on the Amberstone Wealth team, Michael's impact on both the profession and those he serves is truly remarkable.

In addition to celebrating this incredible achievement, the conference provided valuable opportunities to learn about Ameriprise's latest resources, tools, and innovations. These advancements support our ongoing commitment to delivering exceptional guidance and service to our clients and their families.

We are grateful to Ameriprise Financial for hosting such an inspiring event and for being a trusted partner in our continued growth and success. Together, we strive to simplify life, inspire action, and preserve legacy.

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solution...
08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way ma...
08/13/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review ...
08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

08/04/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

Address

530 W Spring Street, Suite 150
Columbus, OH
43215

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16146212639

Website

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