LifeBranch Wealth Partners

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

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Happy National Ice Cream Day! 🍦Life is full of important decisions, but today we're focused on an important question of ...
07/19/2026

Happy National Ice Cream Day! 🍦

Life is full of important decisions, but today we're focused on an important question of a different kind:

🍨 Chocolate or vanilla?
🍓 Strawberry or mint chocolate chip?
🍪 Cone or cup?

Let us know your favorite flavor in the comments!

One of the best parts of summer is the reminder to step away from the screens and get outside.Whether it's time on the l...
07/17/2026

One of the best parts of summer is the reminder to step away from the screens and get outside.

Whether it's time on the lake, sitting around a fire with family and friends, taking a walk after dinner or simply enjoying a quiet evening outdoors, those moments have a way of helping us recharge.

The emails can wait. The notifications will still be there.

Summer doesn't last forever, so we hope you're finding time to enjoy it, make memories and spend time with the people who matter most. ☀️

Kelly and Morgan recently had the opportunity to attend the Ameriprise Solutions Summit in Nashville.Events like these a...
07/14/2026

Kelly and Morgan recently had the opportunity to attend the Ameriprise Solutions Summit in Nashville.

Events like these are a great opportunity to connect with colleagues, exchange ideas and learn about new strategies and resources that can help us continue serving our clients well.

We believe that investing in continuous learning helps us grow as a team and better support the individuals and families who place their trust in us.

Our clients live in 43 states and come from many different backgrounds, industries and stages of life.What connects them...
07/13/2026

Our clients live in 43 states and come from many different backgrounds, industries and stages of life.

What connects them is not geography.

It’s the desire for clarity. The value of having a relationship they can trust. And the comfort of knowing they have someone helping them think through the decisions that matter most.

No matter where someone lives or how we meet, that focus stays the same.
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This week, we're spotlighting Morgan, our Associate Financial Advisor and Financial Planning Manager in our Chicago offi...
07/10/2026

This week, we're spotlighting Morgan, our Associate Financial Advisor and Financial Planning Manager in our Chicago office.

Morgan has been part of the LifeBranch team for just over a year, and one of her favorite parts of the job is helping clients see that they're on track to achieve their goals. She loves building thoughtful financial plans and says there's nothing better than seeing the relief and excitement on a client's face when a plan comes together.

Fun fact: Morgan is no stranger to the spotlight! In college, she won Best Performer in a Musical for playing Belle in Beauty and the Beast and Best Actress in a Play for her role as Viola in Twelfth Night.

When she's not helping clients, you'll likely find her with a good book in hand. She's currently making her way through Brandon Sanderson's Cosmere series.

We're grateful to have Morgan on the LifeBranch team!

Please join us in welcoming Shelby Jennings to LifeBranch Wealth Partners as our new Paraplanner!As our team continues t...
07/09/2026

Please join us in welcoming Shelby Jennings to LifeBranch Wealth Partners as our new Paraplanner!

As our team continues to grow, we're excited to welcome talented professionals who share our commitment to serving clients with care and attention to detail. Shelby will play an important role in supporting our advisors and helping deliver a thoughtful planning experience for the individuals and families we serve.

We're excited to have Shelby on the team and look forward to all that's ahead. Welcome to LifeBranch!

A lot can change over the course of a year.Careers evolve. Families grow. Priorities shift.That’s why financial planning...
07/08/2026

A lot can change over the course of a year.

Careers evolve. Families grow. Priorities shift.

That’s why financial planning is not a one-time conversation. It’s something that should continue to adapt alongside your life.

Last week, LifeBranch Wealth Partners had the pleasure of hosting clients, strategic partners, family and friends for an...
07/07/2026

Last week, LifeBranch Wealth Partners had the pleasure of hosting clients, strategic partners, family and friends for an evening at the Frisco RoughRiders game.

Thank you to everyone who joined us and helped make it such a great night. We look forward to many more opportunities together.

07/06/2026

We've refreshed our website!

At LifeBranch Wealth Partners, we're always looking for ways to improve the experience for the individuals and families we serve. Take a look around, meet our team, explore our resources and learn more about our approach to financial planning.

We'd love to hear what you think!
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Happy Independence Day from all of us at LifeBranch Wealth Partners! Wishing everyone a safe and meaningful holiday fill...
07/04/2026

Happy Independence Day from all of us at LifeBranch Wealth Partners! Wishing everyone a safe and meaningful holiday filled with family, friends and time to enjoy the summer season.

Address

214 E College Street
Grapevine, TX
76051

Opening Hours

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

Telephone

+18174880905

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