Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Insurance
  • Investments
  • Retirement Plan Distribution

Awards & recognition

  • Six Point Wealth Advisors, Ameriprise Client Experience Award, 2021, 2022, 2023
  • Six Point Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025

Community participation

  • Southington Chamber of Commerce

Honored to be recognized in Forbes

We’ve got some exciting news to share: Six Point Wealth Advisors has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. All of us at Six Points Wealth Advisors couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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