Find your financial peace and harmony…

Enjoy a 1-hour virtual or in-person conference with Geri Pell, CFP®, MBA, CDFA®, Private Wealth Advisor and Co-Founder of Rise Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. During this meeting you to take a look at your full financial life. Named to Barron’s list of Top 100 Women Financial Advisors for the past 16 years, Geri will take an in-depth look at your personal money goals, values and current investments. With a special focus on holistic financial planning, socially responsible investing and wealth management, Geri can help you navigate through it all to help you pursue the prosperous future you have always imagined. For your convenience, Rise Private Wealth Management has offices in both Rye Brook and Midtown Manhattan. 


For more information, visit https://www.ameripriseadvisors.com/team/rise-private-wealth-management/