Jeremy St. Croix CFP, APMA, CRPC, Private Wealth Advisor

Jeremy St. Croix CFP, APMA, CRPC, Private Wealth Advisor Financial Advisor, Branch Manager at Ameriprise Financial Services, LLC

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Financial independence is sometimes misunderstood as isolating or risky.Ameriprise Financial research shows many financi...
06/02/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

On this Global Parents Day, I’m reminded that some of life’s greatest lessons don’t come from books or boardrooms—they c...
06/01/2026

On this Global Parents Day, I’m reminded that some of life’s greatest lessons don’t come from books or boardrooms—they come from family.

Being a parent is about guiding, supporting, and inspiring the next generation while creating memories that last a lifetime. The values we share with our children today help shape the leaders, dreamers, and changemakers of tomorrow.

Feeling especially grateful for the love, laughter, and moments shared with my family. Wishing all parents around the world a wonderful Global Parents Day!

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their sho...
05/29/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to me and let’s talk about your goals.

05/28/2026

A smart retirement plan doesn’t just support your team. It supports the life you’re building beyond the business. I can help you make both goals work together.

Want more than a one size fits all approach to investing? Direct indexing is a way to build a portfolio that tracks an i...
05/27/2026

Want more than a one size fits all approach to investing? Direct indexing is a way to build a portfolio that tracks an index – but still allows for personalization, including tax
considerations and investment preferences. Reach out to me to talk about whether direct indexing fits your plan.

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet y...
05/26/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

This Memorial Day, we honor the courage of those remembered for their sacrifice for our freedom. Their legacy continues ...
05/25/2026

This Memorial Day, we honor the courage of those remembered for their sacrifice for our freedom. Their legacy continues to be held with gratitude.

Brothers make life louder, funnier, and more unforgettable. Today is all about celebrating their support, laughter, and ...
05/24/2026

Brothers make life louder, funnier, and more unforgettable. Today is all about celebrating their support, laughter, and lasting memories. Happy Brothers Day!

Are you looking outside the US when you invest? Don’t sleep on the opportunities abroad. On average, 78% of top-performi...
05/22/2026

Are you looking outside the US when you invest? Don’t sleep on the opportunities abroad. On average, 78% of top-performing companies in the MSCI ACWI have been non-US stocks over the last 15 years.

Index investing doesn’t have to be so impersonal. With direct indexing, you can maintain broad market exposure while tai...
05/21/2026

Index investing doesn’t have to be so impersonal. With direct indexing, you can maintain broad market exposure while tailoring your portfolio to better reflect your goals, values, and financial situation. Reach out to me to talk about how I can personalize a strategy just for you.

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1819 Main Street Suite 1002
Sarasota, FL
34236

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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