Six Point Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Client Satisfaction 4.9 / 5 rating based on 139 reviews

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

Your financial goals

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

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How we work

We take the time to understand what’s important to you and deliver personalized advice.
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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

Raising Financially Savvy Kids

JUL 21, 2022 / 1:00 PM - 1:45 PM

We invite you to an educational WebEx seminar event,

Thursday, July 21st, 2022, 1:00-1:45 p.m. Eastern Time

Hosted by: Six Point Wealth Advisors,

A private wealth advisory practice of Ameriprise Financial Services, LLC

We’ve all heard the phrase ‘Money doesn’t grow on trees’, - this is a concept that is best taught at a young age. Please join us for an educational webinar where Janet Koh will talk about why it’s important to talk to our children about money, and how to have those conversations with our kids. She’ll also share some ideas on how to get your kids involved in saving, budgeting, and even investing later on.

Calm, Cool and Invested

AUG 18, 2022 / 1:00 PM - 1:45 PM

We invite you to an educational WebEx seminar event,

Thursday, August 18th, 1:00-1:45 p.m. Eastern Time

Hosted by: Six Point Wealth Advisors,

A private wealth advisory practice of Ameriprise Financial Services, LLC

No matter where you are in life, having a financial strategy is key. Investing your money today, could give it more opportunity to grow tomorrow. Join Reggie Berg, Director with MFS, for this webinar where he’ll discuss the importance of investing and why we should create a plan and stick with it, even when our emotions sometimes tell us to do otherwise.

Making Cash Count

SEP 15, 2022 / 1:00 PM - 1:45 PM

The cash you hold in your investment portfolio is like the water in your diet: an important foundation, but not enough to sustain you over long periods. It’s healthier to eat a balanced diet. Similarly, it’s important to have a balanced set of investments. Join us for this educational webinar where Izabella will talk about making your cash count, the hidden costs of cash, and some things to consider instead.

Please call: 1-844-621-3956 Meeting Number (Access Code): 146 339 4348#

Click here to join the WebEx

Password: Seminar1!

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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.

11 videos

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Now Playing

Inflation and bear market considerations for investors

Inflation and bear market considerations for investors

The arrival of a bear market has raised concerns for investors. Hear from Ameriprise Financial experts as they discuss the impact of inflation and rising rates, opportunities for investors and goal-specific investing strategies. (14:45)

Now Playing

Will inflation become stagflation?

Will inflation become stagflation?

Inflation has been a significant issue for investors and consumers alike this year. Watch as Ameriprise Chief Economist, Russell Price discusses the outlook for inflation, stagflation and the financial markets. (3:28)

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Yields rise – there’s a silver lining in there

Yields rise – there’s a silver lining in there

Higher fixed-income yields may result in more attractive terms, especially for income investors. Ameriprise Fixed Income Strategist Brian Erickson explains why. (3:01)

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Building your financial future starts with the right advice

Building your financial future starts with the right advice

Where do you go for professional financial advice to help meet today’s challenges and still reach tomorrow’s goals? Our advisors not only know the markets; they’ll get to know you. Our personalized advice can help keep you focused on your financial future. (0:30)

Now Playing

The confidence to stay invested

The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured Solutions^SM annuity help give you the confidence to stay invested. (1:35)

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Smart charitable giving from your IRA

Smart charitable giving from your IRA

This video can help eligible clients understand how they can use their retirement assets to support causes that are important to them. (3:01)

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Considerations for taking money out of your retirement plan

Considerations for taking money out of your retirement plan

A 401(k) can be good for saving for retirement, but getting money out when clients need it can be challenging. This video will help them understand all their options and the pros and cons of each so that they can make informed decisions. (4:02)

Now Playing

Hello, planning

Hello, planning

Stressing over today’s changing markets doesn’t accomplish anything. Planning for tomorrow does. Advice from a personal financial advisor who understands you and the markets can make every dawn a little brighter. (0:15)

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Our commitment to you

Our commitment to you

In the Our commitment to you video, we highlight how RiverSource helps clients live confidently every day and well into the future. (1:32)

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Building financial confidence for a lifetime

Building financial confidence for a lifetime

We are a dedicated team of advisors ready to help you when you need us. With an understanding of what’s most important to you, we offer personalized advice based on your goals for today and tomorrow. See how our guidance, combined with digital tools, can help you track the progress toward your goals, anytime, anywhere. (1:10)

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)