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Phoenix Capital Partners, based in Purchase, NY, provides tailored family office solutions to help clients preserve and grow their wealth. The firm emphasizes a client-centered approach built on trust, independence, discretion, and transparency, aiming to be a long-term financial architect for families across multiple generations. Committed to sustainable investment, Phoenix Capital integrates environmental, social, and governance (ESG) criteria into its strategies, encouraging clients to invest in businesses that positively impact society and the environment. By collaborating with like-minded partners, the firm aims to align financial growth with social responsibility, adhering to the Principles for Responsible Investment and the United Nations Sustainable Development Goals. Generated from the website

Ameriprise Financial is a leading financial advisory firm committed to helping clients achieve their financial goals through personalized advice and solutions. With over 10,000 advisors nationwide, they offer a variety of financial services tailored to meet individual needs and preferences, including investment management and estate planning. The firm emphasizes a one-on-one approach, providing regular meetings to review progress and ensure that clients feel confident and in control of their financial futures. Ameriprise advisors are equipped with various certifications and expertise to address a range of financial concerns, making them well-suited to guide clients through both expected and unexpected financial situations. Generated from the website