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, 2025
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
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. © 2025 Ameriprise Financial, Inc. All rights reserved.
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