JR Wagner - Ameriprise Financial

At Tarian Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Durango, CO area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

HistoryWe are a small, family owned and operated, boutique firm specializing in closed-end mutual funds which provide regular cash flow and solid long-term total returns. Our team members are service minded and spend a great deal of time giving back to the Durango community through various charitable and service organizations.SpecialtiesOur intelligent approach to investment management is based on the philosophy that our clients' interests always come first. As independent, fee-only advisors we can be objective in our advice and the management of our clients' investments.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy