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Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com.
TreeLine Wealth Management
A private wealth advisory practice of Ameriprise Financial Services, LLC
Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com.
A private wealth advisory practice of Ameriprise Financial Services, LLC
- 952.444.2000
- matthew.l.dornik@ampf.com
Client Satisfaction 5.0 / 5 rating based on 41 reviews
TreeLine Wealth Management Team, Forbes Best-in-State Wealth Management Teams, 2024
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Get to know us
We are committed to helping our clients achieve their financial goals. Learn about our team.
Meet the team -
How we work
We provide personalized advice based on what’s most important to you.
Work with us -
Connect with us
If you have questions or would like to schedule a complimentary initial consultation, get in touch.
Contact us
Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
Our commitment to clients
One-to-one financial advice
We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.
Personalized
recommendations
We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings
We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.
Anytime access
At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.
Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.
Request a consultation
Featured insights
When will interest rates fall — and how fast? February 19, 2024 Read more
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Where can cash investors turn if interest rates fall?
Where can cash investors turn if interest rates fall?
Find out why returns on cash investments will likely fade in 2024 and where similar yields may be found instead. (1:57)
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February 12, 2024 Play video
The 60/40 portfolio is not obsolete February 19, 2024 Read more
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Financial guidance for the whole family
When it comes to financial wellness, the whole family deserves a seat at the table. We are dedicated to understanding and meeting the unique financial goals of each generation. We specialize in crafting personalized financial strategies that resonate with the varied aspirations of both younger and older family members.
Our approach involves engaging each generation in meaningful conversations about their distinct financial priorities. Whether it’s planning for education, retirement or personal investments, we ensure every voice is heard and every goal is addressed.
We also emphasize the importance of financial literacy across generations, empowering each family member to make informed decisions for their future. For a tailored, multi-generational financial planning experience, we are ready to assist.
Refer us
Our videos
Personalized Financial Advice from Ameriprise Financial Advisors
Personalized Financial Advice from Ameriprise Financial Advisors
At Ameriprise Financial, more than 9 out of 10 of our clients are likely to recommend the experience to friends or family, because the advice we give is personalized to help you reach your goals with more confidence. Get your personalized financial advice today:https://www.ameripriseadvisors.com/ (0:30)
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Financial Advisors Who Understand You and the Markets
Financial Advisors Who Understand You and the Markets
Clients rate Ameriprise a 4.9 out of 5 for overall satisfaction because our financial advisors understand their goals, as well as the markets. Find an advisor today:https://www.ameripriseadvisors.com/ (0:15)
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Ameriprise Financial Provides Personalized Financial Advice
Ameriprise Financial Provides Personalized Financial Advice
Ameriprise Financial clients receive advice that is personalized to their financial goals. Because of this, 9 out of 10 of our clients are likely to recommend the experience to friends or family. Begin your journey with us today:https://www.ameriprise.com/financial-planning (0:30)
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Advice based on your goals and no one else’s
Do you know someone who could benefit from receiving personalized financial advice or a second opinion? We'd be happy to connect with your friends and family to discuss ways to help them reach their financial goals.
