Waypoint Wealth Solutions

Waypoint Wealth Solutions A private wealth advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow an...
05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

04/21/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

03/18/2026

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.

We are proud to announce Matthew Udal  has been named as an Ameriprise Private Wealth Advisor – a prestigious title give...
03/06/2026

We are proud to announce Matthew Udal has been named as an Ameriprise Private Wealth Advisor – a prestigious title given to the firm’s top advisors. This recognition reflects Matthew Udal's commitment to delivering excellent service and advice to their clients. Join us in congratulating Matthew Udal!

Matthew Udal is an Ameriprise Private Wealth Advisor serving the Farmington, CT area. Get the personal financial advice you need to achieve your goals.

02/18/2026

Ameriprise Financial Fixed Income Strategist Brian Erickson breaks down the concept of Federal Reserve independence and why it’s essential to the stability of the broader economy and global markets.

Happy Valentine’s Day! Wishing you a day full of joy and connection.​Love shows up in many forms — even in the choices t...
02/14/2026

Happy Valentine’s Day! Wishing you a day full of joy and connection.​

Love shows up in many forms — even in the choices that shape a
brighter tomorrow. Whether you’re planning shared goals or
giving the gift of financial peace of mind, We're here to help
you build what matters most.

The cost of long-term care can be expensive and vary greatly depending on the type of care, where it’s provided, and whe...
01/30/2026

The cost of long-term care can be expensive and vary greatly depending on the type of care, where it’s provided, and where you live. Let’s talk about how the choices you make now can help you have more choices later.

Health care costs in retirement can sneak up on you, but the good news is you can plan ahead. From Medicare to HSAs to l...
01/28/2026

Health care costs in retirement can sneak up on you, but the good news is you can plan ahead. From Medicare to HSAs to long-term care insurance, there are strategies to help you. Here are a few to get started.

Know your options when it comes to managing this major expense in your retirement years.

Address

1 Old Mountain Road
Farmington, CT
06032

Alerts

Be the first to know and let us send you an email when Waypoint Wealth Solutions posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Featured

Share