Bjorn Carlson - Ameriprise Financial Advisor

Bjorn Carlson - Ameriprise Financial Advisor

Share

Financial Advisor
with PacWest Wealth Partners
A private wealth 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.

How to manage finances in a marriage 07/24/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

How to manage finances in a marriage Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

07/22/2026

Don’t let normal market highs and lows throw you off balance. I can help you navigate any fluctuations and stay focused on your goals.

Financial steps to buying a house 07/21/2026

Buying a home starts well before house hunting begins. 📝

Preparing credit, understanding upfront costs, and planning beyond the purchase price all play a role. This overview walks through the financial groundwork that can help avoid unexpected hurdles.

Preparation behind the scenes often leads to more confident decisions at major milestones.

Financial steps to buying a house These financial steps to buying a house detail essential information for the home buying process.

07/20/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

07/17/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships I build and the guidance I provide, and I am grateful to work for a firm that shares those values.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

07/15/2026

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

07/14/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

07/13/2026

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

07/10/2026

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

07/09/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

Want your business to be the top-listed Accountant in Albany?

Click here to claim your Sponsored Listing.

Location

Address


507 Washington Street SW Ste B
Albany, OR
97321