Amberstone Wealth

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

Last week, Amberstone Wealth advisors Julia Osborn, David Rothstein, and Michael Rothstein attended the Ameriprise National Conference in Denver.

The conference theme, ICONIC, was especially fitting, as Amberstone founder Michael Rothstein was inducted into the Ameriprise Hall of Fame. After 44 years of dedicated service, a legacy of excellence, and the opportunity to work alongside his children on the Amberstone Wealth team, Michael's impact on both the profession and those he serves is truly remarkable.

In addition to celebrating this incredible achievement, the conference provided valuable opportunities to learn about Ameriprise's latest resources, tools, and innovations. These advancements support our ongoing commitment to delivering exceptional guidance and service to our clients and their families.

We are grateful to Ameriprise Financial for hosting such an inspiring event and for being a trusted partner in our continued growth and success. Together, we strive to simplify life, inspire action, and preserve legacy.

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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