Upcoming events

Retain Your Brain: How to age-proof your most valuable asset

CDT

Marcontell Wealth Management Office, 2830 N FM 565, Suite 600, Mont Belvieu, TX 77523

Tim Carr, Regional Vice President - Hartford Funds

Marcontell Wealth Management

Tim Carr

During this complimentary session, we’ll discuss action steps you can take to protect your brain and optimize your brain health today and tomorrow so you can remain the best version of yourself. We’ll explore:

· Your Age vs your Brain’s Age

· The Importance of Brain Health

· How to Age-Proof Your Brain

To reserve a spot: call us at 281.838.3100 or email us at marcontellwealth@ampf.com

This is an informational seminar. There is no cost or obligation.

This event is sponsored by: Hartford Funds. These sponsors and representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

Market and Economic Update

CDT

You must RSVP to receive access credentials for this event or seminar

Jennifer Marcontell, Private Wealth Advisor - Marcontell Wealth Management

Marcontell Wealth Management

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
For more information: call us at 281.838.3100 or email us at marcontellwealth@ampf.com
This is an informational seminar. There is no cost or obligation.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
©2024 Ameriprise Financial, Inc. All rights reserved.

Spring Shred Day

CDT

Marcontell Wealth Management Office, 2830 N FM 565 , Suite 600, Mont Belvieu, TX 77523

Marcontell Wealth Management

Join us for a Spring Shred Day on April 16th from3:00 p.m. to 6:00 p.m. Safely dispose of your sensitive documents and enjoy a sweet treat with the Marcontell Wealth Management team!

For more information: call us at 281.838.3100 or email us at marcontellwealth@ampf.com

There is no cost or obligation.

An All Weathered Approach to Investing

CDT

Marcontell Wealth Management Office, 2830 N FM 565 , Suite 600, Mont Belvieu, TX 77523

Luis Benavides, Regional Manager - Lord Abbett

Marcontell Wealth Management

During this complimentary session, we’ll discuss four main topics to help put recent events in perspective and explore important investing lessons along the way. We’ll discuss how:

· The Market Tends to Reward Long-Term Investors

· Weakness Presents Buying Opportunities

· Time in the Market Matters, Not Market Timing

· Diversification Is Important

To reserve a spot: call us at 281.838.3100 or email us at marcontellwealth@ampf.com

This is an informational seminar. There is no cost or obligation.

Lord Abbett and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.