RoseStone Wealth Advisors

RoseStone Wealth Advisors RoseStone Wealth Advisors. 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. For more information on Awards & Recognition Disclosures, please visit https://www.ameripriseadvisors.com/team/rosestone-wealth-advisors/financial-advice-team/charlton.h.lyons/

05/25/2026

🇺🇸 Today we remember and honor those who served. Wishing you a thoughtful Memorial Day.



https://bit.ly/4v9XYPT

05/22/2026

🇺🇸 Rosestone Wealth will be closed Monday, May 25th in observance of Memorial Day. Wishing you a meaningful and safe weekend.



https://bit.ly/4tRcs62

Great wine, incredible food, and even better company 🍷✨We had the best time enjoying an unforgettable wine and food pair...
05/19/2026

Great wine, incredible food, and even better company 🍷✨
We had the best time enjoying an unforgettable wine and food pairing with our clients and friends...featuring Sommelier Pamela Brown and Chef Niema DiGrazia at Abby Singers Bistro.
Because the moments in between matter just as much.

Team red, white…or both?
Which pairing would you have loved to try first?



Connect with us: https://bit.ly/49udzl5

05/05/2026

Don’t settle for a one‑size‑fits‑all approach to financial planning.​

As a CFP®️ professional, I help individuals and families build personalized, holistic plans designed to support confident decisions today and long‑term financial goals
for the future.​

If you know someone who could benefit from working with a CFP®️, feel free to share my contact information — or have them reach out directly.

https://bit.ly/4waZS3T

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​Ameriprise Financial was named on...
04/30/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships we build and the guidance we provide, and We're grateful to work for a firm that shares those values.

​Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L​

🤖 Grateful to everyone who joined us for Artificial Intelligence: Coming to Life seminar. Thank you for spending an even...
04/29/2026

🤖 Grateful to everyone who joined us for Artificial Intelligence: Coming to Life seminar. Thank you for spending an evening exploring one of the most powerful forces shaping our economy and daily lives. From the rapid acceleration of AI adoption to its expanding role in productivity, innovation, and competitive advantage, the conversation reinforced just how quickly this technology is moving from concept to application.
✨Our goal is always to share perspectives that help you stay informed as the world evolves, and we hope the insights on AI’s opportunities, risks, and investment implications were both timely and practical. AI is no longer just a tool, it’s becoming foundational infrastructure. If these ideas sparked questions or curiosity about how they may apply to your own situation, we’d welcome the opportunity to continue the conversation.

Check out upcoming events online: https://bit.ly/4tfbi4g

04/28/2026

In an ever-changing world, the Certified Financial Planner™️ (CFP®️) designation remains a clear signal of knowledge, discipline, and accountability.​

As a CFP®️ professional, I partner with individuals and families to build clear, actionable plans — covering everything from retirement and investments to tax-smart strategies and legacy planning — always aligned to what matters most to them.​

If someone in your network could use a thoughtful second opinion — or wants to turn financial goals into a real plan — I’d welcome an introduction. Feel free to message me directly, and I’m happy to help.​

https://bit.ly/4t33dzl

We were honored to support Moving Day Shreveport, a meaningful new walk for Parkinson’s awareness making its way to Nort...
04/27/2026

We were honored to support Moving Day Shreveport, a meaningful new walk for Parkinson’s awareness making its way to Northwest Louisiana. RoseStone Wealth Advisors was proud to sponsor the event at the Gold level, helping bring this important cause to the Shreveport community and the broader ArkLaTex region.
This event was especially meaningful to us as it began with an ask from Will Street, in honor of his father, who was there walking alongside the community and bravely living with Parkinson’s. Seeing families, friends, and supporters come together for such a personal and powerful reason is exactly what Moving Day is all about.

Thank you to everyone who participated and helped make this inaugural Shreveport walk such a special moment. We’re grateful to stand with this community and support efforts that truly make a difference.

Featured in the photos we’re sharing are Sarah Rollins, Will Street, DeAnn McNeil, and Will’s dad, whose presence made the day especially meaningful.



Meet Will Street: https://bit.ly/4cNZaAZ

04/22/2026

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.

Proud to be part of a firm that’s recognized for innovation — and even more proud of what that innovation stands for.💡​A...
04/20/2026

Proud to be part of a firm that’s recognized for innovation — and even more proud of what that innovation stands for.💡​

Ameriprise Financial was named one of Fortune’s America’s Most Innovative Companies of 2026, reflecting our focus on empowering advisors, strengthening client relationships, and continually improving how we serve people and families.​

Innovation here supports what matters most: helping clients feel confident and cared for at every stage of their financial journey.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

Address

6105 Line Avenue Suite 100
Shreveport, LA
71106

Opening Hours

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

Telephone

+13187972995

Website

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