SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Our team left to right: LEXI MORONTA, Marketing; MARIE DAVIDSON, Client Service Associate, Practice Manager; CARRIE A. MCPHERSON, CRPS™, CDFA ®, ChSNC ®, Financial Advisor, Associate Vice President; ED PONTARELLI, CRPC™, APMA™, Financial Advisor, Managing Director.
PARK ROW WEALTH ADVISORS A FINANCIAL ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, LLC
Park Row Wealth Advisors serves high‐net‐worth individuals, families, and business owners who value intentional planning, disciplined strategy, and trusted collaboration. We believe meaningful wealth management is never one‐dimensional— it is the result of a thoughtful exchange of ideas among a client’ s most trusted advisors.
We act as your strategic financial quarterback, coordinating closely with your legal, tax, and insurance professionals to deliver an integrated approach aligned around one common goal: protecting and advancing your financial legacy.
Our planning process addresses the full scope of complexity experienced by affluent families, including investment management, risk mitigation, liquidity planning, business succession, executive compensation, estate and legacy planning, and intergenerational wealth transitions. Each strategy is designed to be purposeful, proactive, and tailored to your unique circumstances.
At Park Row Wealth Advisors, relationships come before transactions. You are always known, never numbered. We take the time to understand what matters most to you— your family, your business, and your long‐term vision— so that every recommendation is customized, actionable, and aligned with your values.
Through consistent communication, disciplined oversight, and a commitment to excellence, we help our clients make confident decisions today while building enduring wealth for generations to come. We invite you to connect for a complimentary introductory consultation.
Areas of focus
• Investment Management
• Small Business Owners
• Succession Planning
• Business Retirement Plans
• Retirement Planning Strategies
• Intergenerational Wealth Transitions
• Women’ s Financial Strategies
• Divorce Financial Analysis
• Wealth Preservation Strategies
• Tax Planning Strategies
• Executive Compensation and Benefit
Strategies
• Estate Planning Strategies
• Cash Flow Management Strategies
• Charitable Giving Strategies
• Saving for Education Strategies
1 Citizens Plaza, Suite 610 Providence, RI 401-824-2557 ameripriseadvisors. com / team / park-row-wealth-advisors
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and / or recommendations. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax adviser or attorney. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. PAID ADVERTISING.
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