Pell Wealth Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Client Satisfaction 5.0 / 5 rating based on 59 reviews

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Your financial goals are unique to you. Learn how we can help you achieve them.
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We enjoy helping our clients achieve their financial goals. Learn about our team members.
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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.

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.

7 videos

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Now Playing

What recent bank failures may mean for investors

What recent bank failures may mean for investors

In light of recent bank failures, it’s important to take a long-term view. Chief Market Strategist Anthony Saglimbene explains what these events may mean for investors and the banking system. (3:34)

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What’s ahead for the housing market?

What’s ahead for the housing market?

Get the outlook on home sales, home prices and mortgage rates from Ameriprise Financial Chief Economist Russell Price. (3:39)

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How to navigate market volatility

How to navigate market volatility

When the stock market fluctuates, it’s natural to feel uncertain about your investment decisions. Together, we can review your portfolio and discuss personalized recommendations that support your financial goals throughout all market cycles. (1:51)

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Ramping up your savings for retirement

Ramping up your savings for retirement

Strategic conversion of assets from a workplace retirement plan or traditional IRA to a Roth IRA can help clients reduce their overall positions in tax-deferred retirement accounts and build a source of tax-free income for retirement. This video can help them understand how the strategy works. (3:41)

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Considerations for taking money out of your retirement plan

Considerations for taking money out of your retirement plan

A 401(k) can be good for saving for retirement, but getting money out when clients need it can be challenging. This video will help them understand all their options and the pros and cons of each so that they can make informed decisions. (4:02)

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The importance of beneficiary reviews

The importance of beneficiary reviews

This 3-minute video helps clients understand how changes made to retirement plans by the SECURE Act could impact their legacy planning, and what they can do to make sure their money goes where they want it to go. (3:21)

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Smart charitable giving from your IRA

Smart charitable giving from your IRA

This video can help eligible clients understand how they can use their retirement assets to support causes that are important to them. (3:01)

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

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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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)