SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
DANNY DEHONEY , CFP ® , CHFC ® , CLU ® , CRPC TM
Private Wealth Advisor
PATHVIEW WEALTH
Forbes Best-in-State Wealth Management Teams , 2024
PAUL DI PALMA , MS , CFP ® , CRPC ™ , CHFC ® , CLU ®
Private Wealth Advisor
PathView Wealth A private wealth advisory practice of
Ameriprise Financial Services , LLC
301 Metro Center Blvd ., Suite 201 Warwick , RI 02886
401-824-2530 401-383-4295 pathviewwealth . com danny . dehoney @ ampf . com paul . j . dipalma @ ampf . com
You ’ ve prepared for a rewarding retirement . We can help you make the most of it .
Your vision of retirement is unique , and your financial advice should be too . As an Ameriprise private wealth advisory practice , we have the qualifications and knowledge to help you grow and preserve your wealth . Whether it ’ s investment management , tax planning strategies or legacy planning , we ’ ll work with you to find the right financial solutions for your individual needs . And we ’ re backed by the strength and stability of Ameriprise Financial , a longstanding leader in financial planning and advice .
Call us today and discover the personal service you deserve .
ONE-TO-ONE FINANCIAL ADVICE We begin with what ’ s most important to you — from goals that can include retirement or education , to a major purchase like a second home .
PERSONALIZED RECOMMENDATIONS We provide investment , asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance .
REGULAR MEETINGS We document your goals , meet regularly to review , analyze your progress , update your approach as life changes and help you track your progress along the way .
ANYTIME ACCESS At any time , from any device , access your investments and accounts , track your progress toward your goals , and share information with your advisor safely and securely .
Not FDIC or NCUA Insured No Financial Institution Guarantee May Lose Value
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative ( in-person , virtual and telephone due diligence meetings ; client impact ; industry experience ; review of best practices and compliance records ; and firm nominations ) and quantitative ( assets under management and revenue generated for their firms ) data . Investment performance is not a criterion because client objectives and risk tolerances vary , and advisors rarely have audited performance reports . Certain awards include a demographic component to qualify . These rankings for each applicable year are based on the opinions of SHOOK Research , LLC , are not indicative of future performance or representative of any one client ’ s experience and are based on data from the previous two calendar years . Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use . For more information : www . SHOOKresearch . com . SHOOK is a registered trademark of SHOOK Research , LLC . Certified Financial Planner Board of Standards Inc . owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™ and CFP ® certification mark ( with plaque design ) logo in the U . S . Ameriprise Financial does not offer tax or legal advice . Consult with a tax advisor or attorney . Ameriprise Financial cannot guarantee future financial results . Securities offered by Ameriprise Financial Services , LLC . Member FINRA and SIPC . © 2024 Ameriprise Financial , Inc . All rights reserved .
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