Viridian Wealth Management

10/26/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/23/2026

If you're looking to save for retirement, steer clear of these mistakes: https://bit.ly/4BmvfeD

Uncover strategies to avoid retirement planning pitfalls and help secure your future.

10/22/2026

This National Financial Planning Month, learn the value behind financial planning and having a CFP® certified, Ameriprise advisor: https://bit.ly/4zLR19Q

A CFP professional can help you set your goals, provide a roadmap to reach them, and be your guide to the tools and strategies that can help you get there.

10/21/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

10/19/2026

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.

10/16/2026

Are you looking to take steps toward creating a multi-generational financial plan? Check out these tips: https://bit.ly/3WdAJbj

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

10/12/2026

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.

10/09/2026

As a Financial Planning Assistant, Beth Anne assists our advisors with updating & analyzing financial plans. Let's give a round of applause to Beth Anne for her 3-year anniversary with VWM!