Kinecta Wealth Management

Kinecta Wealth Management What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

Kinecta Wealth Management, A financial advisory practice of Ameriprise Financial Services, LLC


Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media. When you work with us, you receive:
1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help pr

otect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Get started

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

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/27/2026

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.

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solution...
08/20/2026

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 ma...
08/13/2026

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 ...
08/12/2026

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.

08/05/2026

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

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

Join Kinecta Wealth Management to learn how you can preserve your assets and provide more peace of mind for your loved o...
07/02/2026

Join Kinecta Wealth Management to learn how you can preserve your assets and provide more peace of mind for your loved ones. Natalie Spiwak, President of Affinity Trusts, will discuss:

· The benefits of living trusts over wills
· How trusts may help lessen taxes and avoid probate
· Steps to ensure your wishes are honored

Register today to get answers: ced89411-eda9-41f5-86f7-695b1c365bc1@7855c2e1-437a-4870-9615-daaacaed4348/registration" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/ced89411-eda9-41f5-86f7-695b1c365bc1@7855c2e1-437a-4870-9615-daaacaed4348/registration

06/18/2026
06/18/2026
College may feel far away, or right around the corner, but planning for education costs matters at every stage.Join us f...
05/06/2026

College may feel far away, or right around the corner, but planning for education costs matters at every stage.

Join us for a webinar, presented by Edwin Yi, Financial Advisor with Kinecta Wealth Management, that breaks down the real cost and value of college and explores smart ways to prepare.

✅ College savings options and tax considerations
✅ How college planning fits into your broader financial picture

👉 Register today to attend this virtual session.
Link: https://www.ameripriseadvisors.com/team/kinecta-wealth-management/events


Not FDIC or NCUA Insured | No Financial Institution Obligation | May Lose Value

Address

Manhattan Beach, CA

Telephone

+13106432262

Website

Alerts

Be the first to know and let us send you an email when Kinecta Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Kinecta Wealth Management:

Shortcuts

Share

Category