Centered Wealth

Vanderbilt Financial Group, headquartered in a LEED-Certified Platinum building, is a pioneering investment firm that focuses on providing flexible, collaborative, and innovative solutions to both advisors and clients. The firm emphasizes social and environmental responsibility, commitment to advisor support, and a personalized approach that empowers advisors to grow their practices and better serve their clients. Recognized as The Best Place to Work for seven consecutive years, Vanderbilt cultivates a culture of community collaboration and impactful investing, where advisors and clients work together to achieve their future aspirations. With its guiding principles of Gratitude, Respect, Innovation, Teamwork, and Trustworthiness (GRITT), Vanderbilt is dedicated to redefining the finance landscape while ensuring world-class service with a family office feel. Generated from the website

Pergament Properties is a premier commercial real estate company with a strong presence in Suffolk County, Nassau County, Queens, and Staten Island in New York, as well as in North Carolina, Tennessee, Georgia, and New Jersey. With over 50 years of experience in the industry, they offer investment opportunities, property listings, and maintenance services for owners and investors of world-class commercial real estate. The company recently acquired office buildings in Cordova, Tennessee, showcasing their commitment to expanding their portfolio and providing top-notch commercial real estate solutions. With a focus on success and a dedicated team, Pergament Properties is a trusted partner for those seeking quality commercial real estate services. Generated from the website

The advisor listed is an Ameriprise financial advisor in Woodbury. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. My purpose is to empower my clients to feel more confident about their finances, through caring professional relationship based on transparency and integrity. I believe when the client works with their money, it should be a stress-reducing process that looks to allow them to feel more confident and experience more freedom that comes along with knowing that their finances are in order and they are making well-informed decisions. Therefore, I offer a disciplined approach to financial planning that helps clients understand how actions taken (or not taken) today can impact future possibilities tomorrow. Through this financial planning process I: Listen to my clients goals, concerns and priorities Design a written plan defined by their goals that provides a series of clear, flexible steps that can be adjusted as their needs and goals change Look to protect goals with cash strategies and insurance-based solutions Help them invest based on balanced portfolio investment strategies matching their risk comfort zone and time horizon Service review and help clients track progress towards their goals adjusting the plan as their needs evolve.