$580MM AUM | $5MM GDC in
Rye Brook, NY

At Pell Wealth Partners, we understand that clients want peace of mind and a sense of order out of chaos more than anything. They want to be taken care of; as if all the boxes have been checked off and we are the facilitators. We believe in leading with financial planning first, especially when there is a question to be answered that we do not know the answer to without using a piece of software, a planning tool, or a Monte Carlo simulation. But it isn’t until deep conversations are had, wherein we stimulate thinking and exploration on behalf of the clients, that those questions come up. So, our philosophy is to do a lot of heavy work up front - not just building a relationship, but digging deep and asking questions clients would never have thought about on their own. This listening and learning process allows us to create meaningful, holistic financial plans that offer advice addressing every piece of a client’s financial life. We are partners who help our clients align their financial lives with their broader goals and values.

We also believe in the power of Impact Investing and the profound effect it can have on our communities and the world at large. Impact Investing (also known as environmental, social and governance investing) allows our clients to invest in companies that can generate positive social and environmental change. We believe that environmental and social sustainability are key drivers of innovation and competitive advantage, and that knowing which companies are sustainable allows you to invest not only with your head, but also with your values.

Pell Wealth Partners sets a strategic plan to grow both organically and inorganically each year. We look to acquire or merge with a firm who have like minded principals and values. Over the last five years, we have successfully acquired 3 books of business representing $130 million of AUM and have experienced a 97% retention rate.