Ronald Denova joins AGP Wealth Advisors
By Ryen Elves and Jillian Chandler
Photo Courtesy of Kiersten Patterson Photography
Many of us here in Sandpoint, Idaho, know Financial Advisor Ronald Denova, whether it be through business, community organizations such as Kinderhaven and the Innovia Foundation, or merely as friends. He has been an integral part of the Sandpoint community for the past 14 years. After discovering Sandpoint in a nationwide news article, he and his family vacationed here and fell in love with the beauty of North Idaho and ultimately decided to make it their home in 2006. “The rest is history, and we never looked back,” Ron smiles.
From a young age, Ron was fascinated by the financial markets, as his dad would look at stocks in the Wall Street Journal and study those with great interest. He recalls a field trip to the Chicago Board of Trade as a high school senior as the day he “absolutely knew” he was interested in finance. During college, Ron was afforded the opportunity to get on the floor of the exchange and hired as a "runner,” followed by 20 years of experience trading risk on the floor of the Chicago Board of Trade.
Ron remembers the crash of 2008-2009, a time in which he found it difficult to find solid financial advice. “Additionally, there were many families, friends and colleagues with the same frustrating experience. It was then I decided to dive into the business with a heart of helping people! My years of trading experience was going to be useful helping my community!”
In 2009, local investment advisor Trudy Leen provided Ron an opportunity to be an advisor on her team at a local Sandpoint bank, where he has had the privilege of helping clients with their investments for the past 11 years.
Today, Ron is excited to announce that he has joined AGP Wealth Advisors.
AGP Wealth Advisors is a comprehensive financial planning team and private wealth advisory practice of Ameriprise financial services LLC, providing a client-centric team of 40 specialists that focuses on short- and long-term financial goal achievement. With 10 office locations throughout Idaho, Washington, Oregon and Alaska, AGP currently manages more than $1.25 billion in client assets through Ameriprise1.
“We help our clients accomplish their goals through holistic financial planning,” states Ryen Elves, marketing manager for AGP Wealth Advisors. “We work with clients on their investment portfolios, planning for major life events such as retirement, children’s college expense, estate planning, and offer specialized inhouse resources for Group Healthcare and 401(k) retirement plans, in addition to a full suite of insurance solutions for individuals and business owners.”
AGP Wealth Advisors has been serving clients for the past 18 years, guiding their clients to Accumulate, Grow and Protect their personal wealth, specializing in working with successful professionals and business owners. AGP Wealth Advisors / Randall Linde, Private Wealth Advisor and Chief Executive Officer, is recognized as a Barron’s Top 100 Independent Advisors for nine straight years and is currently ranked No. 35 out of 300,000 advisors across the nation!
The foundation of the AGP Wealth Advisors client experience begins with the following beliefs:
Relationship - They believe relationships matter and aim to deliver a consistent, continuous and personalized client experience.
Ongoing Specialized Advice - Providing tailored solutions in each area of their clients’ financial lives is a paramount goal of AGP Wealth Advisors.
Implementation - AGP Wealth Advisors uses a core-satellite approach to portfolio construction. The core consists of broadly diversified asset classes and is the foundation of their clients’ portfolios, whereas the satellite portion seeks to identify and invest in asset classes that are not directly correlated with the general stock market—including various types of alternative investments.
“The opportunity to come alongside households and local businesses in this foundational belief called stewardship is very rewarding,” Ron affirms. “It has always been my goal to uncover and promote the talent right here in North Idaho! No need to run to these big cities for high levels of knowledge/experience and wisdom; it’s already here! Joining AGP Wealth Advisors brings experienced team-based financial services to Sandpoint!”
For Ron, he finds being able to help the people he serves truly rewarding, and he is humbled and honored to assist clients in their investment journey as an AGP financial advisor. “Tremendous happiness comes when you can come alongside clients to steward all that they have!”
AGP Wealth Advisors honors Ron’s designations as an Accredited Portfolio Management Advisor (APMA®) and a Certified Kingdom Advisor (CKA®).
Ameriprise earned a Hearts & Wallets Top PerformerTM recognition in2:
• “Unbiased, puts my interests first”
• “Explains things in understandable terms”
• “Understands me and shares my values”
AGP Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services LLC
102 South Euclid Avenue, Suite 203
Sandpoint, Idaho 83864