Steven Vitanza, CFP, ChFC, CLU

As you age, you may encounter different health care needs and costs. I can provide the guidance you need to navigate paying for medical expenses.

“Investors should remain cognizant that expectations and valuations for NVIDIA and Big Tech as a whole are elevated compared to other areas of the market that are more reasonably priced. This could result in more volatility across Big Tech based on how investors perceive the trajectory for growth and profits over the coming quarters. With expectations already high, investors may have to stomach more volatility moving forward and less homogenous trading across technology stocks as we move through the rest of the year.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

Investors should remain focused on fundamentals to navigate through historically weak September Get more expert insights by reading the latest Weekly Market Perspectives.

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

Don’t let political uncertainty distract you from your long-term financial goals. I can work with you to create an investment portfolio built to weather different political, market and economic cycles.

Steven Vitanza, Private Wealth Advisor in Voorhees, NJ Steven Vitanza is an Ameriprise Private Wealth Advisor serving the Voorhees, NJ area. Get the personal financial advice you need to achieve your goals.

The potential for long-term care expenses can pose a significant risk to the wealth you’ve accumulated— wealth you want for retirement or to leave as a legacy. Let’s talk about what you can do to help protect it.

Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session, we’ll explore the intersection between financial, physical and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset.

Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals tomorrow?

The duration of an average long-term disability claim is 34.6 months, according to the Council of Disability Awareness. How would you maintain your lifestyle if you couldn’t work for that long? Let’s talk about planning like you would for other emergencies.

Geopolitical unrest, record debt levels, inflation, interest rates… Are you worried about how today’s environment is affecting your financial wellness? Let’s discuss the characteristics of different investment options and how to analyze whether they could potentially align with your long-term financial goals.

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don’t have to make it alone. Let’s work together to evaluate your options and plan for your future.

“In our view, investors should rationally consider the current landscape. Are markets correcting because they may have seen equity market gains come too far too fast? Or are markets falling because of true threats over economic conditions and the possibility of a global recession? We believe, the preponderance of evidence supports the former. The U.S. economy is currently moderating to more sustainable rates, but a near-term recession is not the most likely path ahead, in our view.” – Russell Price, Ameriprise Chief Economist

Is the Fed behind the curve? Get more expert insights by reading the latest Weekly Market Perspectives.

Money market funds can provide short-term stability, but less long-term growth potential. Let's discuss ways to get cash off the sidelines.

Are you concerned about how the upcoming elections may affect your financial health? Don't let the noise surrounding the presidential election derail your long-term investment goals. Let’s discuss how to optimize your investment strategy as the 2024 elections approach.

Think it’s too soon to think about your legacy? Even little steps now can mean big changes in the future for your family and your community. Let’s talk about solutions to help grow and protect your legacy at the same time.

"There has been an important shift in the direction of market action over the last week or so and one where the underappreciated have suddenly sprung to life and are now exacting some revenge on the investors who have doubted (i.e., underweighted) their place within a portfolio.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

A shift in market sentiment gives life to forgotten sectors Get more expert insights by reading the latest Weekly Market Perspectives.

How important is your lifestyle to you? Important enough to protect it if you’re unable to work in the event of an injury or illness? Let’s talk about how to preserve your lifestyle if your ability to earn an income is interrupted.

Planting and investing are similar. The seeds we plant today can yield long-term benefits for our future. It's never too late to grow your wealth. I’m here to help you reach your goals.

Tax filing season is upon us. Here’s when to expect your tax statements from Ameriprise Financial.

Tax statement mailing dates Here’s what to expect and when.

How much of your income are you assigning to expenses vs. savings goals? I can help you manage the costs of today while also working toward your goals for tomorrow.

“Several areas of the job market that were running hot last year have cooled this year, helping ease pressures on inflation and rebalance labor conditions.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Could investors be on the verge of the long-awaited soft-landing scenario? Get more expert insights by reading the latest Weekly Market Perspectives.

Do you live with a partner but don't plan to marry? Ameriprise Senior Vice President of Financial Advice Strategy and Marketing Marcy Keckler shares why a cohabitation agreement may help you align on key areas like estate and retirement planning.

What Are Cohabitation Agreements and Who Are They For? Experts say issues like money, property, family support and retirement assets need to be part your cohabitation agreement.

Have you checked your 401(k) so far this year? It may be time for a review. I can help you rebalance as needed.

What excites you about your future? How are you preparing for it today?

With the Fed standing pat for now, where are the potential opportunities in fixed income? Contact me to hear my outlook on fixed income.

Periods of interest rate changes can bring much uncertainty for the markets and economy. Let’s discuss how previous rate cycles can help you make informed investment decisions.

The path to financial independence looks different for everyone. Help your employees achieve financial freedom by offering them workplace financial education with the Ameriprise Financial Wellness program. Message me to learn more.

Make the most of your 529 plan contribution. Contact us to learn how accelerated gifting can make a difference.