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

  • 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.
  • Treehouse Shakers, an organization that brings dance and storytelling to children
  • World Pulse
  • UJA Federation of New York

Working with us

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.