Our Approach

What if your investment strategy could positively impact your life and your community? At Pell Wealth Partners, we believe in the power of Impact Investing and the profound effect it may have on the world and on your life. Impact Investing allows our clients to invest in companies that can generate positive social and environmental change.

At Pell Wealth Partners, we offer Impact Investments as part of a broadly diversified portfolio. We believe that environmental and social sustainability are key drivers of innovation and competitive advantage, and that knowing which companies are sustainable allows you to invest not only with your head, but also with your heart.

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Investors could experience increased risk when limiting investment choices to a specific industry sector that may or may not perform as well as other industry sectors. Investment products, including shares of mutual funds, are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution,and involve investment risks including possible loss of principal and fluctuation in value.

Background and qualification information is available at FINRA's BrokerCheck website

 
 

Westchester's Most Intriguing

In a community full of some of the most brilliant,fascinating, and talented people in the country; there are those who stand above the rest as their passion has driven them to accomplish the incredible. For their December issue, Westchester Magazine featured a list of Westchester’s 30 Most Intriguing People. Geri is honored to be a part of this outstanding group of individuals.

Click here to see who else made the list!

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Each client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, and is discussing his/her experience as a brokerage customer. The experience highlighted is not an advertisement for investment advisory services, may not be representative of the experience of other clients and is not a guarantee of future performance or success. As a client of Ameriprise Financial you may work with different registered representatives over time.

By clicking the link, you will leave Ameriprise.com. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. The included hyperlink is provided for informational purposes only and is not an indication of endorsement of the content therein or affiliation with respect to the linked site.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Giving back during retirement.

Thinking about the next phase of your life? Whether it involves slowing down or stepping up, I’m here to help you achieve your goals and live brilliantly. (0:30)