Find Financial Peace and Harmony

Get your finances in balance and your life in harmony. Meet Geri Pell, CFP, MBA, CDFA, Private Wealth Advisor and CEO of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc . During this 2-hour financial planning consultation, you will take a comprehensive one-on-one look at your entire financial life. Named to the Barron’s List of Top 100 Women Financial Advisors for the past 8 years, Geri will dig deep, taking an in-depth look at your personal money goals, values and current investments.  For your convenience, Pell Wealth Partners has offices in both Rye Brook and Midtown Manhattan.