SPECIAL ADVERTISING SECTION WEALTH MANAGERS
Danny DeHoney and Paul Di Palma
Chapel View Private Wealth Group
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 plan 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 long-standing leader in financial planning and advice .
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 .
Left to right : 2014 – 2024 winner Paul Di Palma , M . S ., CFP ®, ChFC ®, CLU ®, CRPC ®, Private Wealth Advisor ; 2012 – 2024 winner , Danny DeHoney , CFP ®, ChFC ®, CLU ®, CRPC ®, Private Wealth Advisor
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 .
Certified Financial Planner Board of Standards Inc . owns the certification marks CFP ®, Certified finanCial Planner™ , and the CFP ® mark ( with plaque design ) in the U . S .
Ameriprise Financial does not offer tax or legal advice . Consult with a tax advisor or attorney . The Compass is a trademark of Ameriprise Financial , Inc . 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 .
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success . Ameriprise Financial Services , LLC . Member FINRA and SIPC .
FIVE STAR WEALTH MANAGER AWARD WINNER
Chapel View Private Wealth Group A private wealth advisory practice of Ameriprise Financial Services , LLC 1000 Chapel View Boulevard , Suite 250 • Cranston , RI 02920 Danny : 401-824-2530 • Paul : 401-383-4295 danny . dehoney @ ampf . com • paul . j . dipalma @ ampf . com • chapelviewwealth . com
This award was issued on 12 / 01 / 2023 by Five Star Professional ( FSP ) for the time period 02 / 13 / 2023 through 08 / 31 / 2023 . Fee paid for use of marketing materials . Selfwealth managers were considered for the award ; 120 ( 17 % of candidates ) were named 2024 Five Star Wealth Managers . The following prior year statistics use this format : - 10 / 1 / 21 ; 2012 : 624 , 151 , 24 %, 11 / 1 / 21 , 2 / 8 / 21 - 9 / 10 / 21 ; 2020 : 614 , 132 , 21 %, 11 / 1 / 20 , 3 / 2 / 20 - 9 / 25 / 20 ; 2019 : 568 , 131 , 23 %, 11 / 1 / 19 , 2 / 25 / 19 - 10 / 7 / 19 ; 2018 : 12 / 1 / 15 , 5 / 6 / 15 - 9 / 30 / 15 ; 2014 : 677 , 204 , 30 %, 11 / 1 / 14 , 5 / 6 / 13 - 9 / 30 / 13 ; 2013 : 553 , 185 , 33 %, 10 / 1 / 13 , 5 / 6 / 12 - 9 / 30 / 12 ; 2012 : 287 , 111 , 39 %, 11 / 1 / 12 , 5 / 6 / 11
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers . The award is based on 10 objective criteria . Eligibility criteria – required : 1 . Credentialed as a registered investment adviser ( RIA ) or a manager has not ; A . Been subject to a regulatory action that resulted in a license being suspended or revoked , or payment of a fine ; B . Had more than a total of three settled or pending complaints filed against them and / or a total of five settled , registered through FSP ’ s consumer complaint process ; feedback may not be representative of any one client ’ s experience ; C . Individually contributed to a financial settlement of a customer complaint ; D . Filed for personal bankruptcy within the client retention rate ; 7 . Five-year client retention rate ; 8 . Non-institutional discretionary and / or non-discretionary client assets administered ; 9 . Number of client households served ; 10 . Education and professional designations . FSP does not inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication . Working with a Five Star Wealth Manager or any wealth manager is no guarantee
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