Six Point Wealth Advisors - Southington, CT: Ameriprise

Team photo for Six Point Wealth Advisors

Client Satisfaction 5.0 / 5 rating based on 134 reviews
See disclosures

Your financial priorities

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

Explore insights
How we work

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

If you know someone who has financial questions, please let them know about our practice.
Refer us

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

Now Playing

Stagflation vs. recession: Do signs point toward either?

Stagflation vs. recession: Do signs point toward either?

Both the markets and the economy have been bumpy this year. Ameriprise Chief Economist Russell Price reflects on current conditions and where we may be headed. (3:22)

June 10, 2025

Is stagflation making a comeback? June 16, 2025

Will tariffs disrupt market momentum (again)? June 16, 2025

View more markets and economic insights

Events

Tax Planning Strategies for the Current Landscape

JUL 17, 2025 / 1:00 PM - 1:45 PM

During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider.

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.

With a great team, you can do great things

With a great team, you can do great things

Six Point Wealth Advisors is excited to unveil our new logo that represents our commitment to continued growth.

(2:14)

How the Six Point Process Can Help You

How the Six Point Process Can Help You

Managing your finances often feels like solving a puzzle without all the pieces. Life happens, emotions run high, and it can all become overwhelming. Guidance tailored to your specific needs can help you make help you make informed decisions.

(1:48)

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)

Personal financial advice from a professional advisor matters

Personal financial advice from a professional advisor matters

The secret to staying confident in today’s economy is personal financial advice from an advisor who knows you and your goals. Advice from an Ameriprise financial advisor can help you make it through the current environment and still stay on track to reach your goals tomorrow. See how personal financial advice can help you stay on track: www.ameriprise.com/experience/talk. (0:30)

Achieve so much more

Achieve so much more

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)