Banking and Wealth Management - Page 19

SPONSORED CONTENT Wealth & Legacy / Wealth Management

BEACONPOINT WEALTH ADVISORS
A FINANCIAL ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES , LLC
1 Citizens Plaza , Suite 610 Providence , RI 02903 401-824-2557 ameripriseadvisors . com / team / beacon-point-wealth-advisors
APPROVED
CARRIE A . MCPHERSON , CRPS ® , CDFA ® , ChSNC ® , Financial Advisor Certified Divorce Financial Analyst ®
ED PONTARELLI JR ., CRPC ® , APMA ® , Financial Advisor , Managing Director
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 federally or FDIC-insured , 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 . Ameriprise Financial Services , LLC . Member FINRA and SIPC . © 2022 Ameriprise Financial , Inc . All rights reserved . PAID ADVERTISING .
As specialists in entrepreneurial and comprehensive financial planning , our mission is to help you determine what is most important to help navigate your complex financial needs . Our goal is to build a lifelong financial advisory relationship by providing personalized , specific and actionable recommendations , customized to meet our clients ’ needs and goals throughout every stage of life . In aligning your life goals with your financial objectives , we can help you develop a healthy balance among your personal and financial resources throughout your life . A commitment to communication is a top priority of ours because it is crucial to success . An open exchange of ideas between a client ’ s trusted advisers is the key to achieving success . Therefore , we can work with you and your trusted professionals to bring together a valued experience for a common goal : your financial future . We focus on integrating key areas , including investment planning , asset protection through insurance , resource management , business succession and estate and legacy planning strategies .
Wealth & Legacy / Wealth Management
SK WEALTH MANAGEMENT , LLC
PERSONAL FINANCIAL PLANNING • INVESTMENT MANAGEMENT
50 Holden St .
Providence , RI 02908
401-331-1575
tellmemore @ skwealth . com
From left to right : REBECCA ALLEN , CFP ®
DEVIN RAINONE , CFP ® , CRPC ® AMY MACEDO
MATTHEW NEYLAND , CFA , CAIA , CIO
JASON ARCHAMBAULT , CFP ® , CPA / PFS , CEO LAURA GUSTAFSON , CFP ® , CLU ® , ChFC ® MACKENZIE RICHARDS , CFP ® , CPWA ®
KERRY O ’ SHEA , FPQP , CRPS ® CHRISTINE BARRY
CHERYL ETHIER , CFP ® , CPA / PFS
SK Wealth Management , LLC provides The Integrated Financial Advantage , a disciplined , proactive and consistent approach to delivering clarity and order to your finances . Since our beginnings in 1998 , SK Wealth Management , LLC has been a commission-free firm . We are compensated solely by the clients we serve
and not by investment firms , which means you can trust whose interests we are putting first — yours . We invite you to visit our website or tune into our podcast to learn more about our mission , services and highly credentialed , expert team that can help pave the way for your financial future .
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