Our Approach

What if your investment strategy could help make a difference not only in your life, but in the betterment of the future? At Pell Wealth Partners, we believe in the power of Impact Investing and the profound effect it may have on your finances and the world. The practice of Impact Investing, or Socially Responsible Investing (SRI),allows investors to make conscious financial decisions based on specific criteria that analyze the Environmental, Social, and Governance standards of any given company. We believe the matter ofsustainability is a matter of strategy that drives innovation. Knowing which organizations have sound policies that you believe in, allows you toinvest not only with your head, but with your heart.

Is there a place in your portfolio for impact investing? Ask us, as we’ve done the research on some of the investments that may benefit your finances, and the organizations you believe in.

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Socially responsible investments focus on green solutions companies, which present increased risk over a more diversified portfolio by limiting investment choices to a specific sector that may or may not perform as well as other industry sectors. Investment securities, including mutual funds, are subject to market risks, including the potential loss of principal invested.

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The Pell Wealth Partners Team at the Food Bank

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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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Areas of Focus

  • Sustainably Responsible Investing
  • Women's Financial Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Domestic Partner Planning
  • Small Business
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Community Participation

  • Recognition and Endowment Committees, Woodlands Community Temple
  • Board of Trustees, Treehouse Shakers, an organization that brings dance and storytelling to children
  • Chair of Finance Committee, Board of World Pulse, an international organization that uses the power of interactive media to connect and bring a global voice to women worldwide.
  • UJA Federation of New York
  • Scenic Hudson, works to protect and restore the Hudson River and its majestic landscape as an irreplaceable national treasure and a vital resource for residents and visitors.
  • Food Bank for Westchester, is the backbone for the county's emergency food distribution network.

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