Six Point Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client Satisfaction 4.9 / 5 rating based on 103 reviews

Six Point Wealth Advisors: An Ameriprise private wealth advisory practice serving the Southington, CT area.

Your financial priorities

Learn more about key financial and investment insights to help you achieve your goals.

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How we work

We provide personalized advice based on what’s most important to you.
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Introduce us

If you know someone who has financial questions, please let them know about our practice.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

Vision Statement:

Help clients live a fulfilling and financially stable life.

Mission Statement:

Provide advice (delivered with compassion and personalized care) that motivates clients to make informed financial decisions.

Our Values:

Integrity
Friendship
Happiness
Health
Helping Others
Independence

Events

Computer Threats

JUN 15, 2023 / 1:00 PM - 1:45 PM

Thursday, June 15th

1-1:45pm Eastern Time

When it comes to cybersecurity, one of the most common responses is to simply tune out. After all, if you’re not harboring top secret information or the owner of a multi-million dollar bank account, no one would be interested in your personal information, right? Unfortunately, this simply isn’t true.

Join us for an educational webinar on cyber crime led by James Morrison, a cyber security expert who spent most of his career working for the FBI as a Senior Computer Scientist, focused on cyber security.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2494 325 9118#

Click here to join the WebEx

Password: Seminar1!

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

Children of the Revolution

JUL 20, 2023 / 1:00 PM - 1:45 PM

Thursday, July 20th

1-1:45 p.m. Eastern Time

We believe that we are in the midst of an extended Secular Bull Market. It is fueled by the combination of a Digital Revolution and Rise of the Millennial generation. The digital revolution is rapidly shifting the jobs and skills of the future. And the rise of the millennial is changing both meaning and nature of work. While the current market turmoil may be distressing, the future is very bright indeed!

Please call: 1-844-621-3956 Meeting Number (Access Code): 2499 774 7119#

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you inadvance for entering your name and email address to attend.

Keeping More of What you Earn

AUG 17, 2023 / 1:00 PM - 1:45 PM

Thursday, August 17th 1-1:45 p.m. Eastern Time

During this complimentary session, we’ll discuss strategies that may help keep more money in your pocket by using tax-free investing as part of your portfolio.

We’ll address:

· Municipal (muni)bonds

· Why you may consider investing in a tax-free income fund

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 643 6401#

Click here to join!

Password: Seminar1!

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend.

View all events

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement^® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence. To get started, request a complimentary initial consultation.

4 videos

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Now Playing

Why investors should consider this key ingredient

Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

Now Playing

Will stress in the banking sector cast a shadow over Q2?

Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

Now Playing

Helping You Live a Fulfilling and Financially Stable Life

Helping You Live a Fulfilling and Financially Stable Life

Find out who Six Point Wealth Advisors are and how they help people like you, every day.

(1:41)

Now Playing

Sunrise

Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:30)

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)