Westerly Financial Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Your financial goals

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

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  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
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  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

At Westerly Financial Partners, we believe in client relationships founded on trust, reliability, and compassion. Advisors and staff alike strive to deliver a warm and exceptionally professional experience in every interaction we have with our clients.

We seek an in-depth understanding of your values and goals and build from there, with a comprehensive financial planning approach, highly individualized investment strategies, and a suite of services tailored to your personal preferences.

We love our work helping clients pursue prosperity, no matter how it may be defined: growing your wealth, supporting others in your life, finding more financial peace of mind, sustainable investing, or creating a lasting legacy.

Working with us means you have direct access to each and every member of our team. Our advisors are committed to personalized advice and our staff is committed to giving you one-on-one support. We all work together to help you pursue your financial goals and prosperity -- however you may choose to define it.

How we’ll work together during the COVID-19 outbreak

Our team remains committed to serving our clients, and we will continue to be available to you as we are today. We will conduct our client meetings via phone call or online, rather than meeting in person. We will hold all client meetings as scheduled; we are simply moving to a virtual support plan.

Our videos

3 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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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)