How we work

Who we are.

At Pell Wealth Partners we believe that every individual can prosper in ways they never imagined possible. Prosperity can be defined as the state of flourishing, thriving and good fortune; however, we believe that though prosperity encompasses wealth, it also includes other factors such as happiness, health, and your lasting legacy. Prosperity is about much more than your finances, it's about creating sustainability in line with your personal goals and values for this generation and beyond.

Talk to us one-on-one about what your vision of a prosperous future might look like. We can help you pursue it.

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

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
  • Board Member for the Performing Arts Center at SUNY Purchase College
  • Food Bank for Westchester, is the backbone for the county's emergency food distribution network.

Our videos

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Getting to Know Pell Wealth Partners
Getting to Know Pell Wealth Partners

Get to know the Pell Wealth Partners team, how we work, and what we believe. (2:17)

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Our story, together
Our story, together

We believe with the right financial advisor, life can be brilliant. Find out how our advisors work with you. (1:29)

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

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