AGP Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Bellevue, WA. Led by James S Bennett Jr, a seasoned Private Wealth Advisor with 34 years of experience, the team specializes in a wide range of financial advisory services including retirement planning, investments, tax planning, estate planning, and more.
The team at AGP Wealth Advisors boasts a diverse set of qualifications and certifications, such as CFP, CRPC, APMA, and AAMS, ensuring clients receive expert guidance tailored to their individual needs. With a focus on wealth preservation, intergenerational planning, and charitable giving, AGP Wealth Advisors provides comprehensive financial solutions to help clients achieve their long-term financial goals.
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