Integrate Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC in Minneapolis, MN, is led by Joshua Ely, a seasoned Private Wealth Advisor with 25 years of experience. Specializing in areas such as Retirement Planning Strategies, Executive Compensation, and Estate Planning, Joshua holds prestigious certifications including CFP, AAMS, APMA, and CKA.
With a focus on client satisfaction and a comprehensive range of financial advisory services, Integrate Wealth Management offers expertise in Investments, Charitable Giving, and Employee Stock Options. Joshua Ely and his team provide tailored financial advice, utilizing digital tools and collaboration to help clients achieve their financial goals with confidence.
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