Confetti Wealth

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

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🔦EMPLOYEE SPOTLIGHT FOR SEPTEMBER 2026 🔦Everyone, let's get to know Betsy Hagen, one of our brightest Financial Planning...
09/01/2026

🔦EMPLOYEE SPOTLIGHT FOR SEPTEMBER 2026 🔦
Everyone, let's get to know Betsy Hagen, one of our brightest Financial Planning Specialists at Confetti Wealth! Betsy has been part of the Confetti Wealth team for over a decade and has earned a reputation as one of our go-to problem solvers. Her dedication, expertise, and willingness to help others make her an invaluable member of our team. Outside of work, Betsy loves the outdoors, including rock climbing, hiking, camping, and exploring. Yosemite is her favorite national park so far, and visiting all of them is on her bucket list.

🎉 Rapid‑Fire Q&A with Betsy 🎉
❓What is your favorite hobby? "My favorite hobby is best described as adventuring: rock climbing, hiking, backpacking. Racing to finish a trail before sunset, taking a cold plunge, building survival skills, pushing my limits. There’s something freeing about leaving behind the comforts and routines of home and realizing how little you actually need to have an incredible time."
❓What was your first job? "My first job was at Burger King, making a whopping $6.50 an hour. I had a coworker who would stare at the clock for a bit, do the mental math, and proudly announce, “I just made 3 cents” (for clarity, that took about 17 seconds). Maybe he planted the seed for my career in finance."
❓If you could eliminate one common financial myth, what would it be? "I think there’s a misconception that getting ahead financially requires some big break - seeing huge returns, picking the right stock, earning $500,000/year, etc. Most wealth is built much less dramatically - consistently saving, investing, and giving compounding growth enough time to work."
❓ What’s one book, podcast, or resource that changed how you think about money? "Hidden Brain’s “Money 2.0: Why We Bust Our Budgets”. One idea that really stuck with me was the disconnect between how we think we spend our money, or how we want to spend it, and where it actually goes. We tend to overlook irregular expenses and justify one-off purchases as exceptions, even though those “exceptions” happen all the time. It reinforces that looking at your actual spending patterns can tell you a lot more about your financial behavior and priorities than an idealized budget can."
❓If you had unlimited funds to start a business, what kind of business would you launch? "I’d create a truly flexible, on-demand childcare service where parents could drop their kids off for a few hours without a regular schedule or advance commitment. Sometimes you unexpectedly need a few hours of childcare and there should be a safe, reliable option for that."
❓What do you enjoy most about working in finance? "I like the problem-solving aspect. Personal finance rarely has one universally right answer. You have to understand all the moving pieces and figure out what makes the most sense for that particular person/family. I enjoy taking something complicated and turning it into a clear, actionable plan."

👉To learn more about how Betsy and the team at Confetti Wealth work, check out our website: https://bit.ly/4gJiMYO

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity whi...
08/29/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message us to learn more: https://bit.ly/3SHFuZg

It was a beautiful day for golf last week! ⛳Confetti Wealth was proud to participate in the TPC ROSE Charity Golf Tourna...
08/27/2026

It was a beautiful day for golf last week! ⛳

Confetti Wealth was proud to participate in the TPC ROSE Charity Golf Tournament and support The Invisible Wounds Project, a 501(c)(3) nonprofit founded in 2018 to ensure that no veteran, first responder, or family member has to battle invisible wounds alone.

Thank you to everyone who made this meaningful event a success.

🎉 Employee of the Month Alert: Stacia Swanson, Executive Assistant! 🎉Please join us in celebrating Stacia Swanson for he...
08/25/2026

🎉 Employee of the Month Alert: Stacia Swanson, Executive Assistant! 🎉

Please join us in celebrating Stacia Swanson for her outstanding contributions and dedication to our team!

Stacia’s positive energy, professionalism, and commitment to supporting the team make a meaningful impact every day. She consistently goes above and beyond to help others and creates a welcoming experience that makes clients feel valued from the moment they arrive.

👏 Congratulations, Stacia, and thank you for all you do!

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
08/22/2026

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. Click the Link below to schedule your complimentary initial consultation today.
https://bit.ly/46fllwR

Last week, Michelle Young, Private Wealth Advisor | President, had the opportunity to attend the Ameriprise Financial Ci...
08/21/2026

Last week, Michelle Young, Private Wealth Advisor | President, had the opportunity to attend the Ameriprise Financial Circle of Success National Conference in Denver, bringing together some of the firm's top-performing advisors to share insights, ideas and best practices.

Experiences like these provide valuable opportunities to learn, collaborate and gain fresh perspectives on serving clients. Michelle returned energized and inspired, and we're excited to bring back everything she learned to the Confetti Team so we can continue helping our clients achieve their financial goals.

We're proud of Michelle's dedication to professional growth and her commitment to delivering an exceptional client experience. 🎉

🚨 Join Us TODAY! We invite you to a live Microsoft Teams seminar: “College Planning Essentials”🗓️ Thursday, August 20th,...
08/20/2026

🚨 Join Us TODAY! We invite you to a live Microsoft Teams seminar: “College Planning Essentials”

🗓️ Thursday, August 20th, 2026
⏰ 12:00 – 12:45 p.m. CT

During this complimentary session we’ll explore College Planning Essentials. We’ll discuss why college matters, the rise of tuition costs and what you can expect to pay, utilizing financial aid, and the importance of saving and investing. Presented by Matt Moslander, CIMA®️ Executive Director, Client Advisor J.P. Morgan Asset Management

👉 Join details here:
https://bit.ly/4wEHOyo


legal #8865579

Learn about upcoming financial seminars and financial events in Edina, MN, hosted by financial advisor: Confetti Wealth.

🚨 Join Us This Thursday!We invite you to a live Microsoft Teams seminar:“College Planning Essentials”🗓️ Thursday, August...
08/18/2026

🚨 Join Us This Thursday!

We invite you to a live Microsoft Teams seminar:
“College Planning Essentials”

🗓️ Thursday, August 20th, 2026
⏰ 12:00 – 12:45 p.m. CT

During this complimentary session we’ll explore College Planning Essentials. We’ll discuss why college matters, the rise of tuition costs and what you can expect to pay, utilizing financial aid, and the importance of saving and investing. Presented by Matt Moslander, CIMA®️ Executive Director, Client Advisor J.P. Morgan Asset Management

👉 Join details here:
https://bit.ly/3Sm85TM


legal #8865579

🎉 Happy 6th Confettiversary, Marketing Manager Lisa Belanger! 🎉We're celebrating six years of Lisa's creativity, dedicat...
08/17/2026

🎉 Happy 6th Confettiversary, Marketing Manager Lisa Belanger! 🎉

We're celebrating six years of Lisa's creativity, dedication, and positive impact on the Confetti Wealth team. From sharing the Confetti Wealth story through marketing initiatives to helping onboard new clients and creating exceptional first impressions, Lisa plays an important role in helping our team and clients thrive.

Thank you, Lisa, for all you do!

🎉 Happy 12th Confettiversary, Paraplanner Adam Patterson! 🎉Today we're celebrating 12 years of Adam's expertise, dedicat...
08/14/2026

🎉 Happy 12th Confettiversary, Paraplanner Adam Patterson! 🎉

Today we're celebrating 12 years of Adam's expertise, dedication, and commitment to helping our team and clients succeed. His thoughtful approach and behind-the-scenes contributions make a lasting impact every day.

Thank you, Adam, for 12 incredible years with Confetti Wealth. We're grateful to have you on Team Confetti!

Address

7601 France Avenue South Suite 600
Edina, MN
55435

Opening Hours

Monday 7am - 7pm
Tuesday 7am - 7pm
Wednesday 7am - 7pm
Thursday 7am - 7pm
Friday 7am - 7pm

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