Jonathan Root - Ameriprise Financial Advisor

Jonathan Root - Ameriprise Financial Advisor Jonathan Root, CRPC, CDFA, BFA, CEPA, Private Wealth Advisor, Ameriprise Financial Services, LLC

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08/31/2026

Ameriprise Financial experts explore key economic drivers, stock market trends and fixed income strategies to help you navigate the year ahead.

08/26/2026

Happy National Dog Day! Let's see your pups in the comments.

Could your business run smoothly if you stepped away for a month? True transferable value takes time to build. Focusing ...
08/24/2026

Could your business run smoothly if you stepped away for a month? True transferable value takes time to build. Focusing on your Structural Capital now helps build a lasting asset. As a Certified Exit Planning Advisor®️, I help business owners plan for their inevitable exits.
https://bit.ly/3UeF9xO

08/22/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

A successful verdict finishes the litigation, but introduces new financial complexities for a plaintiff. Bringing a weal...
08/20/2026

A successful verdict finishes the litigation, but introduces new financial complexities for a plaintiff. Bringing a wealth strategist into the huddle before the settlement ink is dry can help expand your client's options. We help personal injury attorneys design tax-efficient frameworks, aiming to help support financial consistency for the family's future.
https://bit.ly/4hLaVMz

Today is National Financial Awareness Day—a reminder that understanding your finances isn't about having all the answers...
08/14/2026

Today is National Financial Awareness Day—a reminder that understanding your finances isn't about having all the answers.

It's about knowing where you stand, asking thoughtful questions, and making informed decisions along the way.

Get financial guidance in North Haven, CT from Jonathan Root & balance pursuing tomorrow's dreams with your goals for today.

One of the biggest decisions is choosing between a structured settlement or a lump sum payment.https://bit.ly/45k7aX9
08/12/2026

One of the biggest decisions is choosing between a structured settlement or a lump sum payment.
https://bit.ly/45k7aX9

The latest perspectives from Jonathan Root in North Haven, CT. The information you need to progress towards your long-term goals.

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameri...
08/10/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

Health care costs in retirement can sneak up on you, but the good news is you can plan ahead. From Medicare to HSAs to l...
08/07/2026

Health care costs in retirement can sneak up on you, but the good news is you can plan ahead. From Medicare to HSAs to long-term care insurance, there are strategies to help you. Here are a few to get started.

Know your options when it comes to managing this major expense in your retirement years.

If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other f...
08/06/2026

If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other financial records can give you clarity and direction. https://bit.ly/4ja5cNP

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Farmington, CT
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