Paolucci-Li Wealth Management

Paolucci-Li Wealth Management Paolucci and Li Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibili...
08/31/2026

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibility and control. Connect with me to get started.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review ...
08/25/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
08/17/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

The advice I provide is backed by more than experience and commitment. It's backed by a firm with the strength and resou...
08/14/2026

The advice I provide is backed by more than experience and commitment. It's backed by a firm with the strength and resources to help support clients for the long term.​

That's one reason I'm proud that Ameriprise Financial was named No. 302 on the 2026 Forbes Global 2000 list.​

While recognition like this is meaningful, what matters most to me is helping my clients work toward their goals with confidence through personalized advice and a long-term relationship. ​

Thank you to my clients for the trust you place in me every day.​

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

07/20/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

Proud to be part of a firm recognized among the best.Ameriprise Financial was named one of TIME’s America’s Best Compani...
07/15/2026

Proud to be part of a firm recognized among the best.

Ameriprise Financial was named one of TIME’s America’s Best Companies of 2026 — a recognition that reflects the dedication of our people, our commitment to clients and the values that guide how we do business every day.

I'm proud to build my practice with a firm that prioritizes integrity, supports advisors, and is dedicated to helping clients achieve their financial goals.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

As we celebrate Independence Day, I'm reflecting on the values that matter most — freedom, opportunity, and the ability ...
07/03/2026

As we celebrate Independence Day, I'm reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

07/01/2026

Millions more tourists could mean billions more in spending. The U.S. could see as many as 10 million more tourists for the World Cup. Early signs suggest that retail sales are already accelerating, and the tournament could also deliver a meaningful boost to June jobs data. Learn more in this report from the Ameriprise Investment Research Group.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
07/01/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

Address

122 E 42nd Street, Ste 2215
New York, NY
10168

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16469649450

Website

Alerts

Be the first to know and let us send you an email when Paolucci-Li Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Paolucci-Li Wealth Management:

Shortcuts

Share