The Doylestown Private Wealth Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
The Doylestown Private Wealth Group

Do you have multiple retirement accounts? Learn about your options with the Rollover Evaluator.

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  • What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

The Doylestown Private Wealth Group - Our approach photo
Staying focused on tomorrow’s goals.
As financial advisors, people may think we only work with money. But the most important part of our job is working with our clients and providing advice to help them reach their financial goals. What’s important to you is our priority. We’ll give you personalized financial advice to help make it through today’s challenges and stay focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.


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Honored to be recognized in Forbes

We’re excited to announce that Forbes named Ari Spectorman one of their Best-in-State Wealth Advisors for 2020, a list that spotlights top advisors across the U.S. We’re proud to work alongside Ari to help our clients achieve their financial goals. All of us at The Doylestown Private Wealth Group would like to thank our clients for their trust, which made this recognition possible.

Our videos

5 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)