Enjoy a 2-hour financial consultation with personalized, goal-based advice to help you feel more confident about your financial future with Anthony Rizzuto. Anthony has offices in New York City and Rye Brook, NY or he can meet via phone or Skype, depending on your preference.
Your financial goals are individual and we can help you achieve them. Anthony Rizzuto will take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice helps you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.
Tony Rizzuto, CFP, CLU, APMA joined Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. in 2011. With over 30 years of experience in the financial services industry, Tony serves as a Financial Advisor & Chief Operating Officer of Pell Wealth Partners. Having spent the majority of his career at Ameriprise, Tony has held many leadership positions including District Manager, Branch Manager, Associate Vice President and Registered Principal. As Chair of the Pell Wealth Partners Investment Committee, Tony is responsible for ensuring the practice is making educated investment decisions in line with our client’s needs and values. He does this by leading the committee through monthly due-diligence meetings, decision making processes, client communications and managing external relationships. Tony graduated from Clark University with a BA in Business Management. He is a CERTIFIED FINANCIAL PLANNER professional and Accredited Portfolio Management Advisory. Tony is a Chartered Life Underwriter® and has extensive experience helping clients asses their need for long-term care & life insurance. Knowing that each and every case is unique, he works with clients to help ensure they are being given options customized to their individual needs. Tony is a member of the Financial Planning Association and the Business Council of Westchester, where he serves on the Board of Directors for the Business Council of Westchester Foundation. Tony led Pell Wealth Partners to become certified as a part of New York’s Green Business Partnership and make organizational changes to align our practice's desire to integrate best practices to promote sustainability from within.
About Pell Wealth Partners: We all cross different milestones on our journey. With your finances in balance, you can feel comfortable knowing you are on the right path to achieving the goals you’ve set for your family, and yourself. We know that everyone’s path is different. It is our goal to help our clients invest according to their distinct needs and values. Whether that includes making an impact on the world through socially responsible investing, or other unique strategies such as using a quantitative investment approach to help take the emotion out of the investment process, we are here to help guide you on your distinct path.