FACES OF FINANCE
SPECIAL ADVERTISING SECTION
Your finances in balance, your life in harmony.
Katherine McGinn, CFA – Financial advisor; Anthony Rizzuto, CFP®, APMA®, CLU® - Financial Advisor & COO; Geri Eisenman Pell, CFP®, MBA, CDFA™ - Private Wealth Advisor & CEO; Sheila Spicehandler, CRPS®, APMA®, MBA – Financial Advisor & Senior Vice President; Douglas Messina, CFP®, CRPC®, APMA®- Financial Advisor; Ziyah Esbenshade, CFP®, CRPC® - Financial Advisor
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T PELL WEALTH PARTNERS we take pride in our commitment to creating a life-changing personalized experience for every client. Our knowledge, passion, and desire to see others achieve financial wellness has driven our ability to listen intently and become not only your advisors, but your advocates. As leaders in the industry we believe in the power of Impact Investing and the profound effect it can have on the world and your life. Our team is committed to offering tailored investment solutions with an eye towards environmental, social, and corporate governance opportunities through deep investment research and a broadly diversified portfolio. Our enthusiastic, highly talented team can help steer you forward more confidently in your finances, encouraging you to take actions that reflect each of your most coveted family and investment values.
PELL WEALTH PARTNERS SPECIALIZES IN:
• Comprehensive Financial Planning • Retirement Income Strategies • Divorce Financial Planning • Executive Compensation & Benefit Strategies • Estate Planning Strategies • Sustainably Responsible Investing • Women’s Financial Strategies • Wealth Management Geri Eisenman Pell, CFP®, MBA, CDFA™, Private Wealth Advisor CEO of Pell Wealth Partners Barron’s Top 100 Women Financial Advisors 2009-2017 Barron’s Top 1,200 Financial Advisors: State-by-State Ranking – 2014-2017
Proudly serving the communities of Westchester, Manhattan, and Orange County.
Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. 800 Westchester Avenue, Suite 300 Rye Brook, New York 10573 914.253.8800 | pellwealthpartners.com
The Churchill 300 East 40th Street, Suite 28R New York, New York 10016
Investors could experience increased risk when limiting investment choices to a specific industry sector that may or may not perform as well as other industry sectors. Investment products, including shares of mutual funds, are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Barron’s® listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to and judged by Barron’s®. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and years of professional experience. Barron’s® is a registered trademark of Dow Jones, L.P.; all rights reserved. The Compass is a trademark of Ameriprise Financial, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design) in the U.S. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2017 Ameriprise Financial, Inc. All rights reserved. 1914903ACMR1017
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WAGMAG.COM
NOVEMBER 2017