Lifescape Wealth Named to the Forbes Best-in-State Wealth Management Teams List

MARSHFIELD, WI (OnFocus) – Ameriprise Financial Inc. announced that 259 of the firm’s financial advisors were named to the Forbes Best-in-State Wealth Management Teams list. Lifescape Wealth (formerly Meyer, Meyer & Associates), an Ameriprise Financial Private Wealth Advisory Practice, was among those recognized.

“We are humbled to be recognized so greatly in 2022. We take great pride in providing the highest quality service and experience to our clients and these awards are one validation of that,” said Brandon Meyer, Financial Advisor. “Our team has worked extremely hard and each award expresses a different piece to that puzzle.”

Specializing in areas including Financial Planning, Investments, Insurance, Retirement, Retirement Plans, Tax Planning, and Estate Planning, Lifescape Wealth is a local team of advisors dedicated to helping people not only be financially fit today, but for the rest of their life, and beyond.

“It is great to be recognized as a team especially while changing our team name to Lifescape Wealth which was inspired by the notion of encompassing all staff members who work here. We want to grow together as a team and this was just the beginning of our journey,” added Meyer.

Forbes recognizes the industry’s top advisors according to several factors, which include quality of their practices, professionalism and success in the business. The rankings are finalized based on data provided by thousands of the nation’s most productive advisors.

“We congratulate the advisors who have earned their place on this acclaimed Forbes list,” said Bill Williams, Executive Vice President of the firm’s independent channel. “It’s well-deserved recognition. These advisors work tirelessly on behalf of clients – helping them plan for and achieve their biggest goals in life. We’re proud to partner with them and celebrate their achievements.”

For more than 52 years, Lifescape has been serving their clients and is no stranger to being recognized for their work. Dave Meyer was recognized as Forbes Best in State Wealth Advisors and the team was recognized with the Ameriprise Client experience award.

“Each award holds a deep meaning all its own so picking just one to hold at the highest value, is inconceivable. But what we can say is the Forbes Best in State Wealth Advisory Team award goes to show how great our team is at helping out our clients,” said David Meyer. “Over our 52 years in business we have grown from a solo advisor to a very well established team at Lifescape that we could not be more proud of.”

For Meyer and team, being awarded for their work is just a bonus. Their true sense of accomplishment comes from guiding their clients.

“These awards are a direct representation of our teams vision; using our decades of knowledge, integrity, and expertise to help you create a legacy for your family and community. Like a relationship, we are here for you in the good times and the bad, during your lifetime and your descendants, we want to be there to support your goals and bridge the gap between now and later,” said Meyer. “Our relationship with you doesn’t end after a meeting, it grows and spreads for generations during every season of life.”

“We want to extend a heartfelt thank you to our loyal clients, who are a daily reminder of why we continue to do what we do and striving to be the best,” he added. “Your support and loyalty does not go unnoticed, we are honored to be serving you.”

To learn more, visit https://www.ameripriseadvisors.com/team/lifescape-wealth/

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