Kate Wilusz – Ameriprise Financial

Kate has been the most meticulous and level headed advisor I have worked with. My prior experience was confusing, but Kate is friendly, organized, and someone who communicates clearly. I highly recommend her to anyone looking for sound, solid, researched financial guidance.

Kate has been my adviser for over 7 years. I hired her knowing the company I was working for was on it’s last legs and I was soon to be out of work. She completely set me up in preparations for hard times. I was the most confident «unemployed during a recession» person on the block. She has managed my finances excellently but more importantly I know that I have someone who has my back through thick and thin. I really don’t know what I’d do without her wisdom and dedication.

Kate has provided me with invaluable financial planning and investment support over the past 6 years… and I don’t say ‘invaluable’ lightly. I’ve gone through so many personal and professional transitions during that time, from working in the corporate world to traveling abroad for half a year to owning multiple small businesses. Kate was right there with me through it all. Her patience and wisdom have made the process so much easier (almost peaceful I would say) and led to very sound financial decisions over that time period, even through the tough economic times.
Kate also explains things in such simple language that my knowledge and appreciation of financial planning have grown as well. We always have fun when we’re doing check-​ins together and she immediately puts me at ease. She has a real knack for helping me to think through my goals and using her extensive knowledge and a keen intuition to help tailor a financial plan and investment advice just for me.
As a life and business coach who helps people discover their own personal gifts, I can wholeheartedly say Kate is truly gifted at what she does and has a unique ability to help her clients with greater long-​term financial security and peace of mind. I just can’t imagine having anyone else support me with financial planning and I have immense gratitude for having found her.

My wife and I have had Kate as our financial planner for about seven years and we wish we would have found her sooner. She is a CFP (certified financial planner) that does really advanced asset management in addition to all long term comprehensive planning.
Kate’s different than who we’ve worked with in the past. Over the years I’ve learned there’s a *big* difference between «financial advisers,» «financial planners,» and «CFPs.» Anyone licensed to make trades can be called a financial adviser, but many are just glorified brokers who want to invest your money and then move on to the next person. It seems financial planners have a long term approach. They want to work with you for a long time and usually have an annual fee. We love working with Kate and would only ever work with a CFP.
Kate’s very smart but she’s really able to explain things in a clear and charming way. She’s actually quite funny and like-​able. It’s a strange thing to say, but my wife and I really enjoy our meetings with her. Plus it doesn’t hurt that I love her gorgeous office and the spectacular view.

Kate is wonderful. She is deft at crafting a financial plan tailored to your individual needs. I had 3 different financial advisers prior to Kate, so I know a little about the typical services of a financial advisor. Kate is not typical. Her range of financial knowledge is outstanding.
I was referred to Kate after I was chosen by my family to manage my mother’s finances. Kate’s handling of my mother’s portfolio has been excellent.
Kate also helped me with my finances. As a young professional, my needs were very different than my mother’s needs. This may sound cheesy, but she really does show you how to make your dreams a reality. It’s because of Kate that I have been able to purchase my first home, save for retirement and recognize the value of no credit debt. I am skeptical by nature, but over the years, the advice Kate has provided me has always been right on the mark. Her fees are reasonably priced for the market and a bargain for the high caliber of service she delivers. If you are able to snag her as an advisor, consider yourself lucky.