Rise Private Wealth Management Welcomes County Executive and Business Associates for Ribbon Cutting and Reception

Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, recently welcomed County Executive Ken Jenkins, along with partners and colleagues from the Westchester business community, for a celebratory ribbon cutting and reception. The event was an opportunity to thank everyone for their support and well wishes during the practice’s transition from Pell Wealth Partners to Rise Private Wealth Management, LLC.

“Our merger with Rise Private Wealth Management allowed us to enhance our capabilities while ensuring our clients’ families would be well guided for generations to come,” Geri Eisenman Pell, Private Wealth Advisor & Co-Founder, Rise Private Wealth Management, and founder of Pell Wealth Partners, said. “It was a pleasure to welcome guests into our refreshed office space to celebrate a bright future for our practice and valued clients.”

About Rise Private Wealth Management

Rise Private Wealth Management encompasses more than 85 team members across 12 locations, with $4.3 billion in assets invested through Ameriprise per company data as of June 30, 2025.

The Rise team is committed to providing advice that is anchored in a solid understanding of client needs and expectations and strives to bring confidence, simplicity, and success to their finances. For more information, contact them at 914.253.8800 or visit their offices located at 800 Westchester Avenue, Suite 300 in Rye Brook or The Churchill 300 East 40th Street in New York City.

About Ameriprise Financial

Ameriprise Financial has been putting clients first for 130 years1. Our advisors develop ongoing one-to-one relationships and take time to understand what’s truly important to clients and their families. We offer a comprehensive approach to financial planning that helps our clients feel more confident, connected and in control of their financial life. Ameriprise Financial has more than $1.4 trillion in assets under management, administration and advisement2.and more than 10,000 financial advisors3.

1Company founded June 29, 1894

2Ameriprise Financial Q1 2025 Earnings Release.

3Ameriprise Financial 2024 10-K

Third-party organizations and their representatives mentioned are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial cannot guarantee future financial results.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.

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