Avanti Wealth Solutions

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Avanti Wealth Solutions
A private wealth advisory practice of Ameriprise Financial Services, LLC

Kristen Wenaas, PWA
Taylor Wenaas, Client Relationship Specialist
Christine Philips, Client Service Specialist
Sue Peggs, Financial Planning Specialist

We all have been enjoying some warmer weather here at Avanti Wealth Solutions! The trees are super green around the Denv...
06/01/2026

We all have been enjoying some warmer weather here at Avanti Wealth Solutions! The trees are super green around the Denver area as well as New York and it's really pretty to see. Taylor has been enjoying some time in Central Park and says that now is the best time in NYC - not too humid yet but still warm.

We were spoiled this past weekend with some fun family time! My step-sister and her family were in town for a bit, so we...
05/30/2026

We were spoiled this past weekend with some fun family time! My step-sister and her family were in town for a bit, so we got to catch up over some mountain style pizza at Beau Jo's, a family favorite.

It's been quite the run for the CO hockey season, and we've had some fun with the playoffs. Here are some pictures from ...
05/27/2026

It's been quite the run for the CO hockey season, and we've had some fun with the playoffs. Here are some pictures from over the years cheering on the team!

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

As we're coming up on the summer season, we have dedicated time to ensure our clients are receiving leading edge advice ...
05/21/2026

As we're coming up on the summer season, we have dedicated time to ensure our clients are receiving leading edge advice and service. The Circle of Success achievement that we received again this year reflects a standard of excellence reserved for approximately the top 10-15% of advisors—those who consistently deliver meaningful results for their clients where it's most impactful in their lives. For clients, it means working with a team dedicated to thoughtful advice, strong ex*****on, and long-term success.

Get financial guidance in Denver, CO from Kristen Wenaas & balance pursuing tomorrow's dreams with your goals for today.

Check out our new friends! We spent the weekend in the mountains and got to see a moose! They were pretty special to see...
05/18/2026

Check out our new friends! We spent the weekend in the mountains and got to see a moose! They were pretty special to see and a fun addition to the weekend.

Join us for this exclusive opportunity to attend a virtual presentation on Thursday – May 21st, 2026The event is complim...
05/15/2026

Join us for this exclusive opportunity to attend a virtual presentation on Thursday – May 21st, 2026

The event is complimentary. Below are details about the event.

Thursday, May 21st, 2026: 4pm – 5pm Central
"How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP®️ RetirePro, LLC., who is a recognized retirement income expert and one of the country’s leading experts on Social Security & Medicare. She is an award-winning journalist, Certified Financial Planning professional and a former contributing columnist on retirement issues for Investment News, a publication for financial advisors.

During this event, she will explain Social Security eligibility rules and claiming strategies and the impact of the latest 2.8% cost-of-living adjustment on benefit amounts in 2026. She will also outline how the recent repeal of two controversial Social Security rules will increase benefits for millions of retired public-sector workers, including many police, firefighters, teachers and state and local workers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits.

Registration Link Ameriprise Virtual Client Event - https://bit.ly/4uUPX1e

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.

HOSTED BY: Avanti Wealth Solutions, Ameriprise Financial Services, LLC

This is an informational seminar. There is no cost or obligation.

Mary Beth Franklin and RetirePro, LLC are not affiliated with Ameriprise Financial.
Always consult a Medicare agent regarding your specific Medicare questions and decisions and a Social Security agent regarding your specific Social Security decisions.

8792087ACMR0226

Microsoft Virtual Events Powered by Teams

As graduation season is in full swing, we can help you evaluate if you are you saving enough for college. From 529 plans...
05/14/2026

As graduation season is in full swing, we can help you evaluate if you are you saving enough for college. From 529 plans to Coverdell Education Savings Accounts, there are numerous saving options to consider. We can help you weigh the pros and cons of each.
https://bit.ly/3RGPYqU

What to consider as you choose an appropriate saving vehicle to meet your goals.

This Mother's Day is extra special as we've made Avanti Wealth Solutions a mother-daughter team! We also want to honor C...
05/10/2026

This Mother's Day is extra special as we've made Avanti Wealth Solutions a mother-daughter team! We also want to honor Christine on Mother's Day, and we wish all mothers out there a very special day. We recognize all that you do for your families and want to say well done!

05/08/2026

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.

Address

8181 E Tufts Avenue, Suite 520
Denver, CO
80237

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13034071250

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