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Our financial advice team


Isabella Wakeman, Financial Advisor serving the Winchester, MA area - Ameriprise Advisors

Isabella Wakeman

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
TNG Private Wealth
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Newtown High School (Newtown, Connecticut)
  • Bachelor's in Finance, Bentley University

Awards & recognition

  • TNG Private Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024

Interests

  • Growing up in CT meant getting to enjoy Cape Cod and Long Island Sound summers with Vermont and New Hampshire winters spent skiing. Family, fun and friends are the most important aspects of a happy life
  • I live with two of my closest friends in Melrose, MA along with our kitties Finch, Cosmo and Butters!
  • I love exploring the east coast and I'm known to cook up all sorts of sweet treats for my friends and family 👩‍🍳
  • "The only thing worrying accomplishes is making you suffer twice." When you can let go of the future's negative potential outcomes (that are outside of your control!) you realize the opportunities you can take now

Honored to be recognized in Forbes

I’m excited to share that TNG Private Wealth has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.