Pell Wealth Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC

Your finances in balance, your life in harmony.

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Confidence for a lifetime.

“Am I confident that I will not run out of money before I run out of life?”

This is one of the most important questions we work with individuals and families to help answer as they navigate through the complexities of everyday life.

At the core of what we do at Pell Wealth Partners is the culture we have created and the things that we believe.

We believe that financial stress is not mandatory.

We believe we do meaningful and joyful work.

We believe in sharing our wisdom to help empower your future prosperity.

And we believe that wealth is about so much more than money.

Our values guide us in our work and it is our mission to help you make financial choices that align with the goals you set and the values you hold dear.

Our team is made up of advisors with a variety of backgrounds and experience. Some of our area of focus include insurance, divorce financial planning, and multigenerational planning. We are well versed in the areas of Socially Responsible Investing and offer  investment management strategies through quantitative investing.

Contact us for a complimentary initial consultation and learn more about how we can help you feel more confident in your financial future.

Honored to receive recognition

Congratulations, Geri Eisenman Pell, for being included on the 2022 Barron’s Top 100 Women Financial Advisors list. All of us at Pell Wealth Partners are proud of this tremendous recognition, as it reflects our shared commitment to helping our clients feel confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust and to Barron’s for the recognition.

Our videos

6 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)