Traction Wealth Advisors

Website Contact the business

Traction Wealth Advisors Traction 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.

This past week, Aaron Gonzalez and Drew Wennes traveled to Minnesota for training, bringing back fresh ideas, new perspe...
10/17/2026

This past week, Aaron Gonzalez and Drew Wennes traveled to Minnesota for training, bringing back fresh ideas, new perspectives, and enhanced skills to better serve our clients. We're committed to never standing still when it comes to delivering exceptional service, and we're grateful for team members who are always willing to learn and grow.

Way to represent the team, Aaron and Drew!

A special thank you to Jason Buehner and Aaron Gonzalez for everything they do behind the scenes and on the front lines ...
10/16/2026

A special thank you to Jason Buehner and Aaron Gonzalez for everything they do behind the scenes and on the front lines for our team and clients. Jason's leadership and unwavering client commitment coupled with Aaron's operational excellence and investment in our team's success makes our practice grows stronger every day!

Medicare Open Enrollment starts today, October 15! The annual enrollment period is the perfect time to evaluate your Med...
10/15/2026

Medicare Open Enrollment starts today, October 15! The annual enrollment period is the perfect time to evaluate your Medicare coverage and ensure it still meets your healthcare needs. A few minutes spent reviewing your plan today could help you avoid surprises and potentially save money in the year ahead.

If you have questions about how Medicare decisions may impact your broader retirement goals, don't hesitate to reach out.

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.

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/14/2026

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

Join us for our last Markets Update for this year on October 29th 2026 at 12:00PM. You will not want to miss it! Reach o...
10/13/2026

Join us for our last Markets Update for this year on October 29th 2026 at 12:00PM. You will not want to miss it! Reach out to learn more or reserve your spot!
https://bit.ly/3UmR8K4

The best financial conversations start with understanding where you stand today. OmniView® can help create a more comple...
10/13/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

As election season approaches, here are three reminders We often share with clients:​✓ Stay focused on long-term goals​✓...
10/12/2026

As election season approaches, here are three reminders We often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, we're happy to help.

As financial professionals, we understand that protecting wealth extends beyond investment management and financial plan...
10/11/2026

As financial professionals, we understand that protecting wealth extends beyond investment management and financial planning. It also includes helping clients stay informed about the evolving threats that could impact their financial lives.

This Cybersecurity Awareness Month, take a few minutes to review a few best practices that can significantly reduce risk:
• Use strong and unique passwords for online accounts
• Enable multi-factor authentication (MFA) whenever available
• Verify the legitimacy of emails, texts, and websites before sharing information
• Monitor financial accounts regularly and report suspicious activity promptly



• Use strong, unique passwords
• Enable multi-factor authentication
• Verify emails, texts, and websites before sharing information
• Review your accounts regularly for suspicious activity

Protecting your financial future starts with protecting your information.

Thank you to everyone who joined us for our virtual bourbon tasting! We had a great time enjoying 4 fantastic bourbons a...
10/10/2026

Thank you to everyone who joined us for our virtual bourbon tasting! We had a great time enjoying 4 fantastic bourbons and sharing our thoughts on the different aromas and flavors. We are already getting excited about next year!

Address

New Albany, OH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Traction Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Traction Wealth Advisors:

Shortcuts

Share

Category