Strategic Wealth Advisor Team

Strategic Wealth Advisor Team A private wealth advisory practice of Ameriprise Financial Services, LLC

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June looks different for everyone—and that’s kind of the point. 🌈Pride Month is a time to recognize the people, stories,...
06/01/2026

June looks different for everyone—and that’s kind of the point. 🌈

Pride Month is a time to recognize the people, stories, and experiences that make our communities stronger. It’s also a reminder that feeling seen, respected, and included matters—in life, in work, and in the conversations we have every day.

We’re grateful to be part of a community where people can show up as themselves.

05/29/2026

Thinking about 529 plans?

Have you been wondering:
• How much and how often should I contribute to reach my education savings goal?
• Which type of 529 plan makes sense for my family’s situation?
• Should I use my state’s 529 plan?

These are all great questions—and a strong place to start the conversation. https://bit.ly/49xP3iW

Our team is so proud of Tammie’s daughter, Addie, for earning the rank of Eagle Scout after 12 years of scouting! From c...
05/28/2026

Our team is so proud of Tammie’s daughter, Addie, for earning the rank of Eagle Scout after 12 years of scouting!

From countless campouts to more merit badges than anyone could keep track of, this journey took dedication, resilience, and perseverance.

Young women currently represent only a small percentage of all Eagle Scouts, which makes this accomplishment even more special. We’re beyond proud of Addie and all the hard work that brought her to this moment. Congratulations, Addie!

They say age is just a number. Social Security says otherwise. Before you file early, let’s connect and look at ways to ...
05/27/2026

They say age is just a number. Social Security says otherwise. Before you file early, let’s connect and look at ways to help maximize your benefits.

There’s something special about May in Celina, the warm weather, time spent outside, and gathering with family and frien...
05/25/2026

There’s something special about May in Celina, the warm weather, time spent outside, and gathering with family and friends. As we enjoy the long weekend, it’s also important to pause and remember the true meaning of today. Wishing everyone a meaningful and reflective Memorial Day.

Curious how we work?At Strategic Wealth Advisor Team in Celina, we focus on personalized financial planning, helping cli...
05/22/2026

Curious how we work?

At Strategic Wealth Advisor Team in Celina, we focus on personalized financial planning, helping clients navigate everything from retirement and estate planning to education savings and family finances.

Our approach starts with understanding your goals and building strategies around what matters most to you. We’re proud to be part of this community, supporting local organizations and staying involved in the people and places that make Celina thrive! https://bit.ly/4v3dBZe

05/21/2026

Smart business owners don’t just offer retirement plans, they use them to cut taxes, attract talent, and grow long-term value. Discover how we help small businesses do it right.

Can you work and collect Social Security at the same time?The short answer is yes, but there are a few important details...
05/19/2026

Can you work and collect Social Security at the same time?

The short answer is yes, but there are a few important details to understand.

If you choose to begin collecting benefits before reaching full retirement age and continue working, your income may temporarily reduce your benefit. There may also be tax considerations depending on your situation.

Additionally, earnings above certain thresholds can impact benefits before full retirement age, but once you reach that milestone, earned income no longer reduces your payments. https://bit.ly/4wWH5dl

Dealing with finances during a divorce can feel overwhelming. As a CDFA®️, Lindsay is here to offer not just financial g...
05/18/2026

Dealing with finances during a divorce can feel overwhelming. As a CDFA®️, Lindsay is here to offer not just financial guidance, but a shoulder to lean on. Together, we can navigate this challenging time with compassion and create a clear financial pathway forward. https://bit.ly/4uiX2bM

What makes Texas BBQ so good? Is it the wood that gives it that signature smoky flavor? The cut of meat, like a perfectl...
05/16/2026

What makes Texas BBQ so good?

Is it the wood that gives it that signature smoky flavor? The cut of meat, like a perfectly smoked brisket? Or are you team sauce (even if Texas BBQ says it’s optional)?
What do you think makes Texas BBQ the best?

Address

Celina, TX

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 3pm

Telephone

+14698651022

Website

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