Optio Wealth Management Group
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A private wealth advisory practice of Ameriprise Financial Services, LLC
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09/16/2026
What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.
Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.
09/09/2026
Saving for College? Kids out of school and still have 529 funds? Any other questions regarding 529's or college savings?
We have an event with the foremost expert in this space on Tuesday, September 15th from 5pm - 8pm in our Middleton office.
Please reach out to Teri Brisson at [email protected] to RSVP.
09/07/2026
Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.
Wishing you a relaxing and well-earned Labor Day!
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.
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.
As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.
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.
06/21/2026
Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.
06/17/2026
What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.
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60 State Street, Suite 2100
Boston, MA
02109
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