Northwest Financial Solutions, a registered investment advisor based in Vancouver, Wash., has joined Ameriprise Financial Inc.’s employee channel, the companies announced today in a news release.
The seven-member Northwest Financial team was formerly with Madison Avenue Securities LLC, where they managing about $371 million in client assets as Northwest Financial & Tax Solutions Inc.
Financial advisors Jason Lambert, Dustin Martin, David Topper and Katie Jo Swasey, assisted by staff members Ashley Claus, Clarissa Laub and Crystal Giles, said in the news release that they performed substantial due diligence before making the decision to switch to Ameriprise. According to Topper, client service was key.
“We’re proud to be with Ameriprise because the firm supports our vision of creating an exemplary, referable client experience,” he said in the news release.
Swasey said in the news release that for her, Ameriprise’s integrated and intuitive advisor systems and client-facing tools were a game changer.
“We’re excited to reinvest the significant time and money we used to spend doing tasks manually into delivering a richer service experience for clients, which is what matters most to us,” she said.
Independence and flexibility to market the practice according to the team’s vision for promoting it was an important factor for Lambert.
“The firm has deep marketing resources to strengthen our relationship with clients and attract new ones,” he said in the news release. “Leaders are willing to listen to advisor feedback about what new marketing ventures would add value to our business.”
Founded in 1894, Ameriprise Financial is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minn.