Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning

Awards & recognition

  • Emerson Street Financial Group, Ameriprise Client Experience Award, 2023
  • Julia Ortenzio, Ameriprise Circle of Success, 2014, 2017, 2019
  • Julia Ortenzio, Ameriprise Outstanding Leader Award, 2013, 2019
  • Julia Ortenzio, Investment News 40 under 40, 2014

Community participation

  • Julia Ortenzio, Founder - Women's Advisor Network of Greater Boston
  • Julia Ortenzio, Member - Women's Empowerment Network, Ameriprise Financial
  • Julia Ortenzio, Member - Financial Planning Association of Massachusetts
  • Susan Emerson, American Kennel Club
  • Susan Emerson, Border Collie Society of America
  • Susan Emerson, proud supporter of Wounded Warrior Project and Warriors to Work

Honored to receive recognition

All of us at Emerson Street Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Emerson Street Financial Group team and the great experience we work so hard to provide for our clients every day.

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