Few things are as reassuring as knowing your finances are in order. Knowing you are on track to achieve your most coveted goals and dreams can bring exceptional peace and calm. No one understands this better than Geri Eisenman Pell, CFP®, MBA, CDFA™ and her team at Pell Wealth Partners. “At Pell Wealth Partners, we believe in creating an intimate client experience by digging deep and taking the time to truly listen to our clients’ values and needs,” says Pell, private wealth advisor and chief executive officer.
Photo: CEO Geri Eisenman Pell
“We also believe that when done right, financial planning and investment management can be a life-changing, stress-reducing process that realigns your relationship with wealth.” Indeed, Pell says that most people feel their stress start to melt away the moment they first step foot into the offices of this metro New York-based private wealth advisory practice of Ameriprise Financial Services, Inc. “Our goal is to help people de-stress about their finances. We see financial planning as a healing modality and felt that our offices should reflect that philosophy. Our offices were designed to have a Zen-like feel that helps promote a sense of peace and calm we want people to feel when they work with us.”
Doing Well by Doing Good
Pell, one of Barron’s Top 100 Women Advisors from 2009-2017 and a 2017 Financial Times Top 400 advisor, is passionate about integrating environmental, social and governance (ESG) factors into investment decision making whenever possible. “The aim,” she explains, “is to enhance risk-adjusted returns while generating a positive social and environmental impact. This approach allows my clients to make investment choices that support progress on some very big world problems” such as water scarcity. The practice also supports companies that are equal opportunity employers, that assign a high priority to employee health and safety, and that have transparent governance policies. “We believe companies that integrate ESG factors will be best in breed, and will be the most profitable in the future,” says Pell. Closer to home, Pell and her team are equally passionate about philanthropy, donating considerable “time, treasure and talent” to various charitable organizations. “One of our greatest privileges is having the opportunity to be involved and give back to the communities in which we live and work,” she says.
Special Affinity for Women on Their Own
In Pell’s experience, women who must make financial decisions on their own face unique challenges. Fortunately, they do not have to face these challenges alone. Pell and many of the women on her team experienced times when they had to manage their money alone. Because of this, they have a special affinity for helping women who are divorced, widowed or never married make good financial choices. “Just today, we met with a woman who hates her job,” Pell says. “She is 56, a single mom, and she has done a fabulous job of saving and investing for her future. We told her she could go work somewhere else, make half her current salary, and still be absolutely fine. By the end of our meeting she felt as if a weight had been lifted off her shoulders knowing she could make the kinds of changes that would make her life happier.” Pell says she gets great satisfaction from helping clients like this one find the right balance between enjoying their money today while feeling confident they will be able to achieve their goals and dreams in the future. “When I first got into this business 30 years ago, someone told me this was a perfect career if you had the mind of a capitalist and the heart of a social worker. It was definitely the right career choice for me.” u
Geri Eisenman Pell is the Chief Executive Officer of Pell Wealth Partners and can be reached at 914.253.8800
800 Westchester Avenue,
Rye Brook, NY 10573