James M. Gleason CRPC

05/28/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

05/11/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

04/23/2026

Want more than a one size fits all approach to investing? Direct indexing is a way to build a portfolio that tracks an index – but still allows for personalization, including tax
considerations and investment preferences. Reach out to me to talk about whether direct indexing fits your plan.

03/23/2026

03/13/2026

✨ Celebrating Excellence! ✨

Our team is honored to receive the 2025 Ameriprise Client Experience Award, recognizing our commitment to delivering high‑quality service and personalized guidance. 🌟

Thank you to our clients for the trust that makes achievements like this possible! 🎉

https://bit.ly/4b92bw1

03/06/2026

We are grateful for the incredible people behind our mission. Happy Employee Appreciation Day! 💙

☎️ 614-987-0087
✉️ [email protected]
🌐https://bit.ly/48bf9YH

03/05/2026

We’re honored to be named to the Forbes’ Best-In-State Wealth Management Teams 2026 list, ranking #15 in the Ohio Private Wealth category! 🏆

This recognition reflects the dedication, collaboration, and care our team brings to every client relationship. Thank you to our clients and community for the trust you place in us, we’re grateful to serve you. 💙

https://bit.ly/4auu2oN

03/05/2026

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support the life you want – not just the number you need.