How we work


Our Mission.

Our Mission.

At Pell Wealth Partners, we provide financial wisdom and help guide our clients through life’s complicated decisions as they work towards sustainable prosperity, multigenerational wealth, and more peace of mind.

It is our mission to make certain that you know these important decisions do not need to be made alone.

Our Mission.

Areas of focus

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

Community participation

Pell Wealth Partners - Community participation photo

Geri's Community Participation

  • President of the Board of Trustees, Treehouse Shakers, an organization that brings dance and storytelling to children
  • World Pulse Global Advisory Network, 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
  • President of the Board for the Performing Arts Center at Purchase College

As a team, we volunteer at Feeding Westchester, a local organization that sources and distributes food, and other resources, to towns across Westchester helping to ensure that none of our neighbors are hungry

Our videos

3 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals