Winston Trotter, APMA, Financial Advisor

Winston Trotter, APMA, Financial Advisor Financial Advisor with Inclusive Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Tax season tip 💡​If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible...
07/25/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
âś… Review whether expenses exceed the applicable threshold for deduction

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
07/18/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

Tax season reminder 📋​Your charitable donations — from cash to clothing — may be deductible and could help lower your ta...
07/11/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​An HSA may offer:​✅ Contributions that ...
07/04/2026

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​

An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly be...
06/30/2026

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly benefit if you’re unable to work, so you can focus on recovery instead of financial stress. Planning ahead gives you more certainty when life takes an unexpected turn. Reach out if you’d like to start the conversation.

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and em...
06/23/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

Address

2221 E Lamar Boulevard Ste 220
Arlington, TX
76006

Telephone

+16823238429

Website

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