Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC - Seattle, Washington

Dale Donaldson - Private Wealth Advisor at Ameriprise Financial Services, LLC

Dale Donaldson, a seasoned Private Wealth Advisor, leads the WealthBridge Advisors team at Ameriprise Financial Services, LLC. Located in the heart of Seattle, Washington, Dale and his team are dedicated to providing personalized financial advice and solutions to help clients achieve their unique financial goals. With a commitment to building long-term relationships, the team at WealthBridge Advisors takes a comprehensive and collaborative approach to wealth management.

Main Services

• Comprehensive Financial Planning: Dale and his team offer holistic financial planning services, addressing clients' immediate needs and long-term aspirations. This includes retirement planning, investment management, tax planning, estate planning, and more.
• Investment Management: The team provides customized investment strategies tailored to each client's risk tolerance, time horizon, and financial objectives. They employ a disciplined, research-driven approach to invest in a diversified portfolio of assets.
• Retirement Planning: Dale and his team help clients prepare for retirement by creating tailored strategies to generate income, preserve assets, and manage taxes in retirement.
• Estate and Legacy Planning: The team works with clients to develop strategies that protect their assets, provide for their loved ones, and leave a lasting legacy.
• Collaborative Planning: Dale and his team collaborate with clients' other professional advisors, such as accountants and attorneys, to ensure a cohesive and effective wealth management strategy.

Location and Access

WealthBridge Advisors is conveniently located at 1333 Stewart St, Suite 1, Seattle, WA 98109, United States, in the vibrant Belltown neighborhood. The office is easily accessible by various transportation options:

• Public Transportation: The office is just a short walk from the Westlake Station, serving both Link light rail and King County Metro buses.
• Car: There are multiple parking options nearby, including paid garages and street parking. The office has wheelchair-accessible parking spaces.
• Bicycle: Bicycle racks are available near the building for clients who prefer to cycle.

Featured Characteristics

• Client-Centric Approach: Dale and his team prioritize understanding each client's unique financial situation, goals, and aspirations. They believe in building strong, long-lasting relationships based on trust, transparency, and open communication.
• Customized Solutions: The team offers tailored financial strategies that align with each client's specific needs, preferences, and objectives.
• Digital Tools and Collaboration: WealthBridge Advisors leverages digital tools to enhance the client experience, facilitate collaboration, and provide real-time access to accounts and financial information.
• LGBTQ+ Friendly: Dale and his team are committed to creating an inclusive and welcoming environment for all clients, regardless of sexual orientation or gender identity.

Practical Information

• Business Hours: The office is open Monday through Friday, from 8:30 AM to 5 PM. However, Dale and his team offer flexible scheduling, including evening and weekend appointments by request.
• Contact Information: You can reach WealthBridge Advisors by phone at 206-315-6256 or via the website's contact form at ameripriseadvisors.com.
• Initial Consultation: Dale and his team offer a complimentary initial consultation to learn about your financial goals and explore how their services can help you achieve them. To schedule an appointment, visit the website or call the office.

While there are currently no reviews available for WealthBridge Advisors on Google My Business, Dale Donaldson and his team's commitment to personalized service, comprehensive wealth management, and client education sets them apart in the Seattle financial advisory landscape. By focusing on building strong relationships and tailoring solutions to each client's unique needs, the team at WealthBridge Advisors strives to provide an exceptional client experience.