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

Working with us

Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected.

Take the first step toward a more confident financial future by setting up an initial conversation.

What to expect from the first meeting

Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:

  • Current income and expenses
  • Bank and investment statements
  • Home and real estate
  • 401(k) and IRA accounts
  • Insurance policies

Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals.

Questions to consider before you meet

To prepare for your first meeting, think about your current financial picture and priorities. To help, consider these financial questions:

  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor? What are you not receiving currently?

What you’ll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process. When you work with an Ameriprise advisor, you can expect:

  • One-to-one financial advice based on your goals and needs
  • Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty
  • Regular meetings to review your goals, progress and investments
  • Anytime access to your investments, and digital tools to help you stay on track

With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.

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