Amberstone Wealth

Amberstone Wealth A private wealth advisory practice of Ameriprise Financial Services, LLC We maintain offices in Columbus and Chillicothe, Ohio.

Amberstone Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC, based in Columbus, Ohio. Led by Managing Partner David Rothstein, CFP®, CPWA®, BFA™, we provide comprehensive financial planning and wealth management for business owners, retirees and pre-retirees, high-net-worth families, and established professionals across Columbus, Central Ohio, and nationwide. Our practice specializes in retirement income planning, estate and legacy planning, wealth preservation, tax planning, charitable giving strategies, and behavioral finance. We exist to simplify life for those who place their trust in us, inspire action toward meaningful financial milestones, and preserve legacy across generations. Amberstone Wealth was named to the Forbes Best-in-State Wealth Management Teams list in both 2025 and 2026. Our WHY

Simplify Life • Inspire Action • Preserve Legacy

Our GUIDING PRINCIPLES

Client Focused
Integrity Always
Elevate Others
Seek Progress
Pursue Balance

Our CREDO

Amberstone Wealth exists to simplify life for those who place their trust in us. We deliver our client experience with integrity, clarity, and the pursuit of personal balance. We strive to inspire action by guiding and elevating others to achieve life’s milestones. We seek progress through collaboration, education, and commitment to excellence. At Amberstone Wealth, we work to preserve legacy for our clients while making a positive impact in our communities. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Ma...
10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future ...
09/25/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not repla...
09/18/2026

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not replace your full earnings if you're unable to work. The good news is that options exist to help protect what you've worked hard to build.

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
09/16/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the p...
09/10/2026

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the people who matter most and help keep their future on track if the unexpected happens. Planning ahead is one way to protect what you’ve worked hard to build. Message me to start the conversation.

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow ...
09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

Last week, Amberstone Wealth advisors Julia Osborn, David Rothstein, and Michael Rothstein attended the Ameriprise Natio...
08/20/2026

Last week, Amberstone Wealth advisors Julia Osborn, David Rothstein, and Michael Rothstein attended the Ameriprise National Conference in Denver.

The conference theme, ICONIC, was especially fitting, as Amberstone founder Michael Rothstein was inducted into the Ameriprise Hall of Fame. After 44 years of dedicated service, a legacy of excellence, and the opportunity to work alongside his children on the Amberstone Wealth team, Michael's impact on both the profession and those he serves is truly remarkable.

In addition to celebrating this incredible achievement, the conference provided valuable opportunities to learn about Ameriprise's latest resources, tools, and innovations. These advancements support our ongoing commitment to delivering exceptional guidance and service to our clients and their families.

We are grateful to Ameriprise Financial for hosting such an inspiring event and for being a trusted partner in our continued growth and success. Together, we strive to simplify life, inspire action, and preserve legacy.

Address

530 W Spring Street, Suite 150
Columbus, OH
43215

Opening Hours

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

Telephone

+16146212639

Website

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