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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

RoseStone Wealth Advisors

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Shreveport, LA
RoseStone Wealth Advisors

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RoseStone 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. For more information on Awards & Recognition Disclosures, please visit https://www.ameripriseadvisors.com/team/rosestone-wealth-advisors/financial-advice-team/charlton.h.lyons/

10/29/2026

At RoseStone Wealth, relationships are at the heart of everything we do, and we're excited to introduce Nicole Broussard, our new Client Relationship Manager and Associate Financial Advisor. With a passion for helping clients feel supported, understood, and prepared for what's ahead, Nicole is a wonderful addition to our team!

Learn more about Nicole at her website: https://bit.ly/4A3LP1t

10/28/2026

Tax-loss harvesting doesn’t need to be a one-off, year-end event. Contact us to discuss a timeline and/or strategy that best suits your needs.

https://bit.ly/3UVmW94

10/20/2026

Meet Chad Hauser

For Chad, financial planning has always been about people first. Long before becoming a financial advisor, he found himself helping others navigate everyday financial questions and important life decisions. That passion for serving others continues to shape the way he works with clients today.

Chad helps successful individuals and families navigate investments, retirement planning, tax strategies, and wealth transfer decisions with clarity and confidence. He believes the best financial plans aren't built all at once. They're built step by step, with thoughtful guidance and a trusted partner along the way.

We're grateful to have Chad's experience, practical approach, and commitment to client success on the RoseStone Wealth Advisors team.

Read more about Chad at his website https://bit.ly/483SdcO

10/16/2026

What a great evening of learning and connection.

We want to thank everyone who joined us in Shreveport, Tulsa, and online from Hattiesburg for our cybersecurity event featuring retired FBI Special Agent Jeff Lanza. His insights on fraud prevention, identity theft protection, and recognizing today's most common scams gave attendees practical strategies they can put to use right away.

We're grateful for the opportunity to bring valuable educational resources to our clients and look forward to seeing you at our next event!

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

RoseStone Wealth Advisors is proud to support ARTini and the important role it plays in advancing the arts and creativity throughout our community. This year’s event was especially meaningful to us, as it also provided an opportunity to honor the life and legacy of Peter Lyons, brother of RoseStone’s Havard Lyons, and the lasting impact Peter made on so many around him.

Peter had a remarkable gift for bringing people together. Whether he was teaching, volunteering, supporting local arts organizations, or simply sharing a conversation, he approached every opportunity with generosity and genuine joy. His impact extended far beyond any single event, leaving a lasting impression on countless individuals and organizations throughout the Shreveport-Bossier community.

We were incredibly grateful to see Peter recognized as the 2026 ARTini Mover & Shaker and to celebrate his spirit of service, creativity, and connection that he brought to every room he entered.

10/13/2026

Election headlines come and go.

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.

That's why a disciplined, long-term investment strategy remains so important.

If you'd like to discuss how current events may impact your financial strategy, RoseStone Wealth Advisors are here to help.

https://bit.ly/4yMc63X

10/06/2026

Meet Chad Boisseau

Chad is passionate about helping busy individuals and families simplify their financial lives and focus on what matters most. With over two decades of experience, he provides thoughtful guidance around retirement, estate planning, cash flow, and protecting the legacy his clients have worked hard to build.

His philosophy is simple: life changes, and your financial plan should be ready to change with it. By helping clients prepare for the unexpected and make intentional financial decisions, Chad provides the clarity and confidence needed for the road ahead.

We're grateful to have Chad's leadership and heart for service on the RoseStone Wealth Advisors team.

Read more about Chad at his website: https://bit.ly/4zj4Yfn

10/02/2026

The arts have a unique way of bringing people together, preserving stories, and strengthening communities. RoseStone Wealth is honored to sponsor Artini and support the vibrant arts and culture scene throughout Shreveport and Bossier Parish.

This year, we join others in the community to support local artists. Stay tuned for more photos of the celebration!

09/30/2026

Benefits decisions aren't just paperwork.

They're part of a bigger plan.

The choices you make today can help protect your income, your savings, and your future goals.

As Healthcare Preparedness Month comes to a close, take a moment to ask:
Are your benefits supporting where you're headed, or just where you are today?

Our advisors at RoseStone Wealth are here to support you on your path.
https://bit.ly/4hBkmfZ

Address

6105 Line Avenue Suite 100
Shreveport, LA
71106

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+13187972995

Website

https://www.ameripriseadvisors.com/team/rosestone-wealth-advisors/

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