Loveday Caruso Wealth Management Group has taken a new step in its growth journey by joining the independent channel of Ameriprise Financial, transitioning from LPL Financial with $120 million in client assets. Based in Littleton, Colorado, the practice is led by private wealth advisor Sean Loveday, ChFC, CLU, alongside financial advisor Sarah Caruso and administrative assistant Lori O’Halloran.
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The move reflects the team’s focus on elevating the client experience while streamlining how they run their business. According to Loveday, Ameriprise stood out for its transparency and the way its technology brings a client’s entire financial picture together in one place. He noted that the platform gives clients greater flexibility in how they connect with the team, reinforcing accessibility as a core part of the firm’s client-first philosophy.
Operational efficiency was another major factor behind the transition. The team was looking for a more integrated way to manage everything from investments to insurance, and Ameriprise’s tools and insights offered the clarity and confidence they needed. With access to deeper analytics and resources, the advisors are now better positioned to manage portfolios effectively and communicate clearly with clients about their financial strategies.
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Support from the Ameriprise home office also played a key role in the decision. From the initial transition to ongoing operations, the team has received timely, accurate guidance, along with strategic support across investments, marketing, retirement planning, and other specialized areas. That level of collaboration, Loveday said, has strengthened their ability to grow the practice while staying focused on client needs.
Looking ahead, the team is enthusiastic about the opportunities the Ameriprise platform provides. Sarah Caruso shared that client feedback has been overwhelmingly positive, with many appreciating how easy it is to access information and communicate with the team. She added that the firm is excited to expand client engagement initiatives, including events that bring clients together in more meaningful ways.
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Loveday Caruso Wealth Management Group continues to provide comprehensive financial advice designed to help individuals and families achieve their long-term goals. The practice is supported locally by Ameriprise Franchise Field Vice President Danielle Dwyer and Ameriprise Regional Vice President Trish Moll, as the team begins this next chapter with a strong foundation for growth.
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