Denise A Palmer, ChFC, CLTC

Denise A Palmer, ChFC, CLTC Private Wealth Advisor, Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

06/05/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

By setting your own estate plan, you can avoid going through probate – a court process that would release your records p...
05/27/2026

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

On Memorial Day, we remember those who gave their lives in service of others.
05/25/2026

On Memorial Day, we remember those who gave their lives in service of others.

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the im...
05/20/2026

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

Our team. Then and Now.This is who is here for you.
05/07/2026

Our team. Then and Now.

This is who is here for you.

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://...
05/05/2026

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference b...
04/27/2026

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

Spring in Vermont, Hello! We're glad you're here.A couple weeks ago, on a crisp Saturday morning, Denise & Ellie stopped...
04/24/2026

Spring in Vermont, Hello! We're glad you're here.

A couple weeks ago, on a crisp Saturday morning, Denise & Ellie stopped by von Trapp Flowers in Waitsfield, VT, to walk through colorful rows of tulips as the Mad River Valley comes back to life.

Enjoy a few of our favorite snaps!

In celebration of Earth Day this year, we're dropping off packets of native Vermont wildflower seeds at a few local spot...
04/22/2026

In celebration of Earth Day this year, we're dropping off packets of native Vermont wildflower seeds at a few local spots in Barre, Montpelier, and Waitsfield.

These mixes are made for pollinators: the bees, butterflies, and assorted small workers doing most of the heavy lifting out there. Pollinator numbers have been ticking up a bit lately, which feels like good news worth holding onto.

The seeds are small, local, and compounding ➝ all things we're big fans of.

Smart money habits start at home. Recent Ameriprise research reveals that parents shape how kids think about everything ...
04/21/2026

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

Address

14 N Main Street, Ste 2001
Barre, VT
05641

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+18026228060

Website

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