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|About||Pell Wealth Partners, a private wealth advisory practice of Ameriprise financial services, Inc.|
Pell Wealth Partners, a private wealth advisory practice of Ameriprise financial services, Inc.
We are passionate about working with our clients to help them experience financial confidence now and in retirement. We will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. We want you to feel confident that the advice we're providing reflects each of your unique dreams and goals.
Areas of Focus:
Retirement Planning Strategies
Executive Compensation and Benefit Strategies
Saving for Education
Divorce Financial Planning
Estate Planning Strategies
Women's Financial Strategies
Wealth Preservation Strategies
Domestic Partner Planning
CA Insurance #0D14712
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.
What to expect:
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs
What to bring:
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to ac