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Our financial advice team


John Tritle, Private Wealth Advisor serving the Norwell, MA area - Ameriprise Advisors

John Tritle

CFP®, CRPC, CMFC

Private Wealth Advisor

Tritle, Costa & Associates
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 29 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Family Finances
  • Investments
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Investment Management
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Small Business
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CMFC™ Chartered Mutual Fund Counselor™
  • Series 66 and Series 7

Education

  • Gettysburg College, Economics

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2021, 2022, 2023, 2024
  • Ameriprise Circle of Success, 2014-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • Outdoor Activities: Running, Hiking, Bike Riding
  • Reading: Economic and American History, Biographies
  • Keeping up with my 3 Children: Sam, Teddy, Max...and our dog Ozzie