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.

 
 

Your retirement puzzle

These days, it’s not unusual for retirement to last 20-30 years – or even longer. That means you’ll need to create a secure income for yourself that will be there for you as long as you’ll need it. I’d like to share a short video with you that I think you’ll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it. Visit riversource.com/puzzle to view “How do you solve your retirement puzzle?” After you’ve watched the video, contact me and we’ll talk about how this income solution might fit into your retirement plans.

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Gauge your retirement readiness

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

Real questions, real answers.

Ameriprise financial advisors can help find the answers to important retirement questions with our exclusive Confident Retirement® approach. (0:30)