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f e b r u a r y 2 0 2 5
W W W . C L I N T O N T W P N E W S L E T T E R . C O M
w h y w o R k w i T h A f i n A n C i A l A d v i s o R ?
p e R s p e C T i v e f R o m o n e .
By Michelle Heide,
Gentlestone Wealth Ameriprise Private Wealth Advisor
One of the top questions I receive as a financial advisor is, "What
exactly do you do and how can you help me?" Financial advisors help
individuals and families set and reach their financial goals, providing value beyond
investment strategies. Here's how a financial advisor can help you:
• Personalized advice: Financial plans are tailored to your unique
circumstances. Advisors work with clients at any stage—whether starting a
career, nearing retirement, or already retired.
• Investment strategies and product recommendations: Advisors
suggest strategies based on your financial goals and time horizon. They may
recommend investment options, tax-advantaged accounts, and insurance
solutions to strengthen your financial safety net.
• Confidence in decision-making: Advisors guide you through life's
financial decisions—job changes, large expenditures, or charitable giving—
ensuring you consider the bigger financial picture.
• Multi-generational support: Advisors help with estate planning, wealth
transfer, and family financial education, ensuring your values are passed on.
• Collaboration: Advisors work with your tax preparer and estate attorney
for comprehensive support.
• Ongoing advice: Life is unpredictable, but a lasting advisor relationship
helps you adapt to changes and stay on track with your goals, even as markets
fluctuate or circumstances evolve.
Contact us today at: 908.713.6600, or stop by our office at 16
Leigh Street in downtown Clinton. We're here to help you feel more
confident, connected and in control of your financial life. Find out
more at: www.AmeripriseAdvisors.com/team/gentlestone-wealth.
Gentlestone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney.
Ameriprise Financial cannot guarantee future financial results.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
"There is nothing I would not do for those who are
really my friends. I have no notion of loving people by
halves; it is not my nature." ~ Jane Austen
