SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Our team left to right: CHRISTOPHER MEDEIROS, Financial Advisor; MARIE DAVIDSON, Client Service Associate | Practice Manager;
ED PONTARELLI, CRPC™, APMA™, Financial Advisor, Managing Director; EUGENE GEORGE SIMONE, CRPC™, CMFA ®, Financial
Advisor; CARRIE A. MCPHERSON, CRPS™, CDFA ®, ChSNC ® Financial Advisor | Associate Vice President; MARILYN CARROLL, Client Service Associate; E. JUSTIN SIMONE, CFP ®, CRPS™, APMA™, CMFA ®, Financial Advisor | Associate Vice President.
PARK ROW WEALTH ADVISORS A FINANCIAL ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, LLC
As specialists in entrepreneurial and comprehensive financial planning, our mission is to provide our clients with a dedicated financial advisory experience.
Our clients enjoy working with us because we are diligent in gaining a deep understanding of what is most important to them so that they feel supported by the strategies we recommend. Each relationship commands attention to complex and unique financial needs throughout each stage of life and beyond. We build lifelong financial advisory relationships by providing personalized, specific and actionable recommendations that are customized to meet our clients’ needs and goals.
In aligning life goals with financial objectives, we help to develop a healthy balance among personal and financial resources. We are committed to consistent communication because it is crucial to success.
We value and encourage an open exchange of ideas between our clients’ trusted advisors because we believe collaboration is important to financial success. We can bring together a team to deliver a valued experience for a common goal: your financial future.
We focus on integrating key areas, including investment planning, insurance protection, resource management, business succession planning, as well as estate and legacy planning strategies to provide a holistic and thorough financial experience.
As a client of Park Row Wealth Advisors, you are always a name and never a number. Reach out today for a complimentary initial 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 Certified Military Financial Advisors program is not affiliated or endorsed by the U. S. Department of Defense, or any other federal or state government program. For the most current rules, regulations and laws regarding benefits offered through the federal government or Department of Defense, please consult with their websites or contact the appropriate offices directly. 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.
140 RHODE ISLAND MONTHLY I AUGUST 2025