What are the opening hours?

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

Terry Smallwood, CRPC Ameriprise Financial Advisor

Home
United States
Lexington, KY
Terry Smallwood, CRPC Ameriprise Financial Advisor

Financial Advisor, Cardinal Pointe Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for importantrules and disclosures about how you and I can interact on social media

250 W Main St Ste 2530
Lexington KY, 40507-1757

10/31/2026

Wishing everyone a safe and happy Halloween! Whether you're passing out candy, trick-or-treating with family or just enjoying the fall season, I hope your day is full of fun, laughter and a few sweet surprises.

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/29/2026

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better understand how international stocks could fit into your broader investment strategy.

An important market shift is underway in developing economies.

10/27/2026

A strong retirement plan isn’t just about what you do — it’s about what you avoid.

Seemingly small missteps — around taxes, timing, or risk — can quietly impact long-term outcomes.

This article highlights 10 areas worth a closer look.

Together, we can identify what to adjust now — so your future stays on track.

Uncover strategies to avoid retirement planning pitfalls and help secure your future.

10/26/2026

Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

10/22/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. I can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

10/21/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/20/2026

As election season approaches, here are three reminders I often share with clients:

✓ Stay focused on long-term goals
✓ Be prepared for periods of volatility
✓ Focus on fundamentals, not headlines

A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, I'm happy to help.

10/19/2026

Deciding to sell your house isn’t just about timing the market.

It’s also about taxes, selling costs, and what comes next. This article breaks down three financial considerations to review before making a move.

Deciding whether to sell your house is a big decision. Make sure you know the costs of selling a home, the tax implications, and how much your home is worth.

10/15/2026

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hands on approach. That means tax management alongside long term growth goals. It’s not about chasing the market – it’s about being intentional with how you invest. Reach out to me to learn more!

Address

250 W Main Street, Suite 2530
Lexington, KY
40507

Opening Hours

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

Website

https://www.ameripriseadvisors.com/team/cardinal-pointe-financial-group/contact/

Alerts

Be the first to know and let us send you an email when Terry Smallwood, CRPC Ameriprise Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.