Echelon Wealth Partners

Echelon Wealth Partners A private wealth advisory practice of Ameriprise Financial Services, LLC

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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.

In observance of Memorial Day, our offices will be closed on Monday, May 25th. We will reopen again on Tuesday, May 27th...
05/25/2026

In observance of Memorial Day, our offices will be closed on Monday, May 25th. We will reopen again on Tuesday, May 27th at 8:30 a.m.

05/13/2026

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.

Please join us for our upcoming Market Update call presented by Jason Yockey, CFA®️, CFP®️, CRPC™️, Chief Investment Off...
05/12/2026

Please join us for our upcoming Market Update call presented by Jason Yockey, CFA®️, CFP®️, CRPC™️, Chief Investment Officer and Financial Advisor and Alex Lair, MBA, CFP®️, CRPC™️, APMA®️, Financial Advisor.

The date will be Thursday, May 14 at 12:00 p.m. CT.

For more information, please visit our website.
https://bit.ly/4uKES2B

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow an...
05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

This week, we're excited to highlight Emma McWaters! Emma has been at Echelon Wealth Partners for 3 years and we're very...
04/28/2026

This week, we're excited to highlight Emma McWaters! Emma has been at Echelon Wealth Partners for 3 years and we're very lucky to have her on our team!

Outside of work, Emma enjoys staying active through Lagree Pilates, attending concerts with her friends, and spending quality time with her family.

We are so grateful to have Emma as a part of our team!

04/21/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

Happy birthday Zen! Zen's favorite place to be is up in northern Minnesota. We hope you have a great day Zen!
04/16/2026

Happy birthday Zen! Zen's favorite place to be is up in northern Minnesota.

We hope you have a great day Zen!

It's Team Tuesday!Today, we're excited to recognize Rebecca. Outside of work, she enjoys spending time with her two gran...
04/14/2026

It's Team Tuesday!

Today, we're excited to recognize Rebecca. Outside of work, she enjoys spending time with her two grandchildren and family, gardening, and relaxing by the lake.

We truly appreciate Rebecca's hard work and dedication to our team!

In observance of Good Friday, our offices will be closing at 12:30 p.m. on Friday, April 3rd, 2026. We will reopen again...
04/03/2026

In observance of Good Friday, our offices will be closing at 12:30 p.m. on Friday, April 3rd, 2026. We will reopen again at 8:30 a.m. on Monday, April 6th, 2026.

Address

Rochester, MN

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+15072814341

Website

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