For Immediate Release – April 15, 2024

Contact:
Brian Otten, Marketing Director
Greater Wausau Chamber of Commerce
715-848-5947 | botten@wausauchamber.com

StrongBridge Wealth Advisors marks grand opening with ribbon cutting

WAUSAU — StrongBridge Wealth Advisors hosted a ribbon cutting ceremony to mark the opening of their Wausau location on Tuesday, March 19. The event was held at 2711 Stewart Avenue on Wausau’s west side.

“We are proud to bring our talents to the Wausau area,” said Mathew Colemer, Private Wealth Advisor. “As a franchise of Ameriprise, a long-standing leader in financial planning and advice with a 130-year history1, we confidently deliver experience, knowledge, high customer ratings2 and impressive digital tools.”

StrongBridge Wealth Advisors offers personalized financial advice based on their clients’ goals and provide an upfront overview of costs. The business believes that financial planning is about transparency.

“When we work with clients, it starts with a discovery conversation, where you tell us about your financial goals - both now and in the future,” said Kathryn Jacobs, Private Wealth Advisor. “From there, we create a complete view of your current financial picture. Our secure website makes it easy to upload key documents safely, including retirement account details, mortgage information and more.”

“Once we understand you and your finances, we’ll prepare a plan just for you,” said Jacobs. “Our goal is to be as comprehensive as possible so that you know the many opportunities available to you.

“Then the magic happens,” said Colemer. “We’ll work together to implement your plan, running through our checklist of items that could include consolidating accounts or pulling in outside experts like CPAs or estate planners.”

“From there, we’ll have ongoing meetings focused on your progress and any life changes that could impact your plan,” said Colemer. “It’s a collaborative process designed to instill clarity and give you more confidence about your financial future.”

“We guide our clients through life’s financial complexities so they can focus on what matters most,” said Jacobs.

For more information on StrongBridge Wealth Advisors, visit StrongBW.com or call 715-849-3697.

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StrongBridge Wealth Advisors will continue to serve clients at their other office locations in Antigo, Plover, and Wisconsin Rapids.

As a private wealth advisory practice, StrongBridge Wealth Advisors provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years¹. With extensive investment advice, asset management and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

¹ Company founded June 29, 1894.

² StoneBridge Wealth Advisors has a 4.9/5.0 Client Satisfaction rating based on 88 reviews as of April 12, 2024. Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with a practice using a scale of 1 to 5. Each client has an opportunity to access the Ameriprise Secure Client Site and provide a rating. The client satisfaction score is an average of all client responses for that practice within a rolling 24-month period and is updated daily. There is no minimum number of responses required for a practice to receive a rating and practices may have received unfavorable ratings. Client experiences may vary, and working with any Ameriprise practice is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of a practice’s qualifications.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Financial Planning Service is generally appropriate for clients and prospects with financial goals and sufficient financial assets and income to address those goals. These clients must also have a willingness to pay an investment advisory fee for your advice in helping them achieve those goals.

Ameriprise Financial cannot guarantee future financial results.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

The Greater Wausau Chamber of Commerce is the source for business information in the Wausau Metropolitan Statistical Area (MSA). The organization has earned a 5-Star Accreditation, one of only two chambers in the state with that designation. The Chamber strengthens member businesses and enhances the region by building business success. For more information on the Greater Wausau Chamber of Commerce, visit us online at www.wausauchamber.com or call 715-845-6231.