SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
DANNY DEHONEY, CFP ®, CHFC ®, CLU ®, CRPC TM
Private Wealth Advisor
PAUL DI PALMA, MS, CFP ®, CRPC ™, CHFC ®, CLU ®
Private Wealth Advisor
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
PATHVIEW WEALTH
Forbes Best-in-State Wealth Management Teams, 2026
CHOOSE A BETTER PATH. IT STARTS HERE.
Are you on the right road to retirement? The PathView Wealth team will go above and beyond to help you build the right game plan.
REST ASSURED IN YOUR RETIREMENT.
Wherever you are on your financial journey, retirement planning is important. Every path varies and we want our clients to feel comfortable getting advice, whether you are starting up or wrapping up your career or enjoying your retirement years. We’ re committed to making sure you feel confident in your tomorrow while still enjoying today. We offer a wealth of retirement tools and strategies.
YOUR EXPERIENCE We take the time to understand our client’ s retirement questions and provide useful answers. To us, sharing our knowledge and providing education is just part of the job. The more our clients know, the more they feel in control.
1:1 Financial Advice Based on your financial goals.
Personalized Recommendations For a diversified portfolio and solutions that help you prepare for uncertainty.
Regular Meetings To review your goals, progress and investments.
Anytime Access To your investments and digital tools to help you stay on track.
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. © 2026 Ameriprise Financial, Inc. All rights reserved.
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