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.
