Strategic Financial Planning and Investment Advice
Beacon Point Wealth Advisors
A financial advisory practice of Ameriprise Financial Services, Inc.
Edward Pontarelli Jr., CRPC® Financial Advisor, Managing Director
Carrie A. McPherson, CRPS® Registered Practice Associate, Practice Manager
Since 1894, Ameriprise Financial has helped millions of Americans feel more confident about their financial future.1
They serve their clients with honesty, integrity and dedication.
As specialists in entrepreneurial and comprehensive financial planning, their mission is to help you determine what is most important to you to guide your investments. Their goal is to build a lifelong relationship by becoming your most valuable asset.
In aligning your life goals with your financial objectives, they will help you develop a healthy balance among all of your personal and financial resources throughout your life.
A commitment to communication is a top priority of theirs, because it is crucial to success. You should be as involved in your wealth management as your advisor, so they will often ask you to share with them as if they were your family.
They focus on integrating key areas of financial success, including investment planning, asset protection through insurance, resource management, business succession, and estate and legacy planning strategies.
An open exchange of ideas between a client’s financial advisors is key to achieving success. Therefore, they will work with you to bring together a valued experience for a common goal: your financial future.
1 Citizens Plaza, Suite 610, Providence, RI, 401-824-2557, ameripriseadvisors.com/team/beacon-point-wealth-advisors
1Company founded in 1894.
Ameriprise Financial cannot guarantee future financial results. 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.
© 2018. Ameriprise Financial, Inc. All rights reserved.