Geri Pell

CFP®, MBA, CDFA®

Private Wealth Advisor
Chief Executive Officer of
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website.

Your finances in balance, your life in harmony.

Your finances in balance, your life in harmony.

At Pell Wealth Partners, we want to know what is truly important to you. Where do you want to go and how do you want to get there?

We all cross different milestones on our journey. With your finances in balance, you can feel comfortable knowing you are on the right path to achieving the goals you’ve set for your family, and yourself. We know that everyone’s path is different. It is our goal to help our clients invest according to their distinct needs and values. Whether that includes making an impact on the world through socially responsible investing, or other unique strategies such as using a quantitative investment approach to help take the emotion out of the investment process, we are here to help guide you on your distinct path.

We look forward to learning what is important to you so we can get started on your journey…together.

Your finances in balance, your life in harmony.

My videos

4 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)