Mark B. Sutton, Private Wealth Advisor

Mark B. Sutton, Private Wealth Advisor Private Wealth Advisor with Sutton & Associates What to expect from the first meeting? It’s helpful to share information on accounts and income.

Private Wealth Advisor with Sutton & Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Advisor with 31 years of experience. Awards & Recognition

Five Star Wealth Manager, 2012 - 2018; 2022
Ameriprise Client Experience Award, 2021-2022
Ameriprise Ultimate Digital Excellence Award, 2021

Areas of Focus:
Retirement Planning Strategies
Retiremen

t Income Strategies
Investment Management
Retirement Plan Distribution
Wealth Preservation Strategies
Saving for Education

Take the first step toward a more confident financial future by setting up an initial conversation. Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together. Examples include:

Current income and expenses
Bank and investment statements
Home and real estate
401(k) and IRA accounts
Insurance policies


With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.
06/03/2026

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.

Learn how Trump Accounts work and compare options that can help you save for your child’s future.

Step parents play a vital role in our lives, and blended families often have unique needs when it comes to protecting a ...
06/01/2026

Step parents play a vital role in our lives, and blended families often have unique needs when it comes to protecting a legacy. Estate planning helps ensure every family member is cared for exactly as you intend.

Thoughtful documentation helps you balance the needs of a spouse and children while preventing future confusion. A clear roadmap provides peace of mind, allowing you to focus on the moments that matter most.

If you have questions about structuring a plan for your unique family dynamic, let’s start a conversation.
https://bit.ly/43aq41v

The 529 plan has evolved into one of the most tactical tools in a family's arsenal. It’s no longer just for a four-year ...
05/29/2026

The 529 plan has evolved into one of the most tactical tools in a family's arsenal. It’s no longer just for a four-year degree. From K-12 tuition to trade certifications and even rolling over unused funds into a Roth IRA, the flexibility is unprecedented.
https://bit.ly/4dUqcXU

05/27/2026

Ameriprise Financial Fixed Income Strategist Brian Erickson breaks down the concept of Federal Reserve independence and why it’s essential to the stability of the broader economy and global markets.

Freedom is never free. Today, we remember and honor the heroes who gave everything to protect our way of life.
05/25/2026

Freedom is never free. Today, we remember and honor the heroes who gave everything to protect our way of life.

In observance of Memorial Day, our office will be closed on Monday, May 25. We are taking this time to pause and honor t...
05/22/2026

In observance of Memorial Day, our office will be closed on Monday, May 25. We are taking this time to pause and honor the men and women who made the ultimate sacrifice in service to our nation. We wish you and your family a safe and meaningful holiday weekend.

As an avid tennis player and financial advisor, I've come to appreciate how strategies from the tennis court can often m...
05/20/2026

As an avid tennis player and financial advisor, I've come to appreciate how strategies from the tennis court can often mirror the principles of effective financial planning. Both arenas demand foresight, strategy, and resilience. Here are some tennis strategies that I've found particularly relevant to managing finances.

How strategies from the tennis court can often mirror the principles of effective financial planning.

Ahead of the spring selling season, Ameriprise Financial Chief Economist Russell Price weighs in on what could be next f...
05/18/2026

Ahead of the spring selling season, Ameriprise Financial Chief Economist Russell Price weighs in on what could be next for the housing market — and the signals that matter most right now.

Read our 2026 housing outlook.

Address

225 Pictoria Drive Ste 180
Cincinnati, OH
45246

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+15133461771

Website

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