Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
Six Point Wealth Advisors is a six-person private wealth advisory practice affiliated with Ameriprise Financial Services, LLC, based in Southington, CT, delivering financial planning, investment advisory, insurance, and annuity solutions to affluent individuals, families, and retirees across the Northeast US.
- Company typePrivate
- Founded-
- HeadquartersSouthington, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC does
Six Point Wealth Advisors is a six-person private wealth advisory practice affiliated with Ameriprise Financial Services, LLC, operating from a single office at 100 Queen Street in Southington, Connecticut. The practice delivers comprehensive financial planning, investment advisory, insurance, and annuity solutions to affluent individuals and families, pre-retirees and retirees, and business owners and executives primarily across the Northeast United States. Its service menu spans three tiers of planning depth — Expanded Financial Goals Planning, Comprehensive Financial Advice, and Advanced Planning and Analysis — layered onto recurring Progress Meetings delivered in-person, virtually, or by phone.
The practice runs on Ameriprise's technology and product stack rather than proprietary infrastructure. Client-facing tools include the Ameriprise Secure Site, the Ameriprise Mobile App with biometric authentication, OmniView account aggregation across external institutions, eSignature, Secure Messaging, Digital Document Storage, and Progress Tracking for goal monitoring. Market and economic content is sourced from the Ameriprise Investment Research Group and republished through the practice's site. Back-office functions such as compliance, product distribution, and research are provided by Ameriprise Financial Services, LLC, which is the franchise parent and regulatory umbrella.
Six Point monetizes through recurring financial advisory fees scaled to engagement complexity, fees and commissions on investment advisory solutions inside coordinated portfolios, and commissions on insurance and annuity products. The funnel is anchored by a complimentary initial consultation, followed by conversion into paid planning engagements. Outreach is built on referrals, educational content, community events, market commentary videos, and social media activity on Facebook, Instagram, and LinkedIn. The practice is not separately registered as an investment adviser or broker-dealer and is not a distinct legal entity from Ameriprise Financial Services, LLC, which limits the inferable scope of its independent strategic autonomy.
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC firmographics
Firmographics- Name
- Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
- Legal name
- Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
- Website
- https://sixpointwealthadvisors.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Six Point Wealth Advisors is a six-person private wealth advisory practice affiliated with Ameriprise Financial Services, LLC, based in Southington, CT, delivering financial planning, investment advisory, insurance, and annuity solutions to affluent individuals, families, and retirees across the Northeast US.
- Ownership category
- akta.pro rank
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC is headquartered
LocationHeadquarters
- HQ city
- Southington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Fees: Fees for comprehensive financial planning services including goal-based advice, investment management, and ongoing financial guidance. Ameriprise Financial Planning Services are priced according to the complexity of the case and the financial advisor's practice fee schedule.
- Investment Advisory Solutions: Fees and/or commissions from investment products managed within client portfolios, including advisory solutions offered as coordinated portfolios allocated to client needs
- Insurance and Annuity Solutions: Revenue from insurance products and annuity solutions offered to help protect clients and provide guaranteed income in retirement
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | One time | Complimentary initial consultation |
| Hybrid | Annual | Financial planning services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC product offering
Product offeringCore offering
Six Point Wealth Advisors is a private wealth advisory practice that delivers comprehensive, personalized financial planning and investment advisory services to affluent individuals and families. Core offerings include investment advisory solutions, insurance and annuity products, cash management, and tiered financial planning (Expanded Financial Goals, Comprehensive Financial Advice, and Advanced Planning and Analysis), delivered through in-person, virtual, and phone-based advisor consultations supported by Ameriprise's digital platform.
Product overview
Six Point Wealth Advisors is a private wealth advisory practice offering comprehensive financial planning and investment management services through Ameriprise Financial Services, LLC. The practice provides a unified advisory service combining financial planning (Expanded Financial Goals, Comprehensive Financial Advice, and Advanced Planning), investment solutions (Investment Advisory Solutions, Insurance, Annuities, Cash Management), and digital tools (Ameriprise Secure Site, OmniView, Mobile App, eSignature, Secure Messaging). Core advisory services are delivered through progress meetings with digital support via the Ameriprise platform, while clients also access Ameriprise Investment Research Group market insights and educational resources including financial calculators, videos, and retirement planning tools.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advisory Solutions Coordinated portfolio of investments allocated to client needs, offering point-in-time recommendations, ongoing investment advice, and advanced investment management with sophisticated strategies for affluent individuals and families.
- Insurance Solutions Insurance products designed to protect clients and their families against various financial risks, offered through the practice as part of holistic financial planning.
- Annuity Solutions Annuity products that help balance protection, tax deferral, and guaranteed income in retirement for clients.
- Cash Management Solutions Solutions to help cover everyday essential expenses and manage client liquidity.
- Financial Planning Services Comprehensive, tiered financial planning service covering retirement savings and income, risk management, education savings, estate and gift planning, tax planning, cash flow, major purchase goals, multigenerational planning, small business planning, executive compensation, and coordination with attorneys and CPAs. Delivered across three complexity tiers: Expanded Financial Goals, Comprehensive Financial Advice, and Advanced Planning and Analysis.
- Progress Meetings Regular review meetings to discuss goals, progress, and investments, available in-person, virtually, or by phone with flexible meeting frequency options for ongoing advisory clients.
- Ameriprise Secure Site Consolidated and secure online platform providing clients with online trading, market data, expert research, quotes, company information, alerts, watchlists, and access to all Ameriprise accounts.
- Ameriprise Mobile App Mobile application providing access to secure site capabilities, biometric authentication login, mobile check deposits, and transaction tracking notifications for clients.
Quantifiable outcome
- 97% of clients say they feel like their advisor cares about their ability to achieve goals
- +3 more outcomes
Companies that use Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
Customer profileSegments3 records
Ideal customer profiles3 records
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Ameriprise Financial Services, LLCcoreSix Point Wealth Advisors operates as an authorized franchise practice of Ameriprise Financial Services, LLC. The practice leverages Ameriprise's brand, technology platform, investment research, product suite, and compliance infrastructure to deliver financial advisory services to clients.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC competitors and assessment
Company assessmentDirect peers
- Hightower Advisors: Hightower Advisors is an RIA that acquires and partners with high-quality wealth management practices serving HNW and UHNW clients. Like Six Point, it operates a local-practice model backed by centralized research, technology, and investment solutions for affluent households.
- Focus Financial Partners: Focus Financial Partners is an RIA network that partners with independent wealth management firms, providing technology, operations, and capital support. It is directly comparable because Six Point Wealth Advisors operates under a similar franchise/affiliation model with Ameriprise, serving affluent clients with comprehensive financial planning.
- Commonwealth Financial Network: Commonwealth is an independent RIA and broker-dealer serving financial advisors with practice management, technology, and investment resources. It is comparable to the Ameriprise model that Six Point uses, particularly in supporting planning-led advisory practices for mass-affluent and pre-retiree clients.
- Creative Planning: Creative Planning is a large fee-only RIA offering comprehensive financial planning, investment management, tax, and estate services nationwide. It is comparable to Six Point in serving affluent households with holistic, planning-led advisory engagements.
- Kestra Financial: Kestra Financial operates a wealth management platform supporting independent advisors and RIA firms with technology, products, and compliance. Like Ameriprise for Six Point, Kestra provides the infrastructure that small affiliated practices rely on to deliver comprehensive planning.
- Cetera Financial Group: Cetera is a wealth management platform supporting independent financial advisors through affiliated broker-dealers and RIA firms. It mirrors Six Point's franchise-style affiliation model with Ameriprise, providing back-office technology, products, and compliance to small advisory practices.
- Cambridge Investment Research: Cambridge Investment Research is an independent broker-dealer/RIA network supporting thousands of financial advisors. It is comparable as another affiliation-style platform enabling small practices like Six Point to deliver comprehensive financial planning with institutional resources.
- Mariner Wealth Advisors: Mariner Wealth Advisors is a national RIA providing comprehensive financial planning, investment management, tax, and estate services to affluent individuals and families. The business model of serving mass-affluent to UHNW clients with goal-based financial planning is closely aligned with Six Point's approach.
Broad incumbents
- LPL Financial: LPL Financial is the largest independent broker-dealer in the U.S., supporting tens of thousands of advisors. It is a broad incumbent peer to Six Point's affiliation model, providing wealth management infrastructure at significantly greater scale.
- Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs, offering comprehensive financial planning, investment management, and workplace services. It is comparable as a scaled, planning-led RIA serving mass-affluent households, though it operates at far greater scale than Six Point.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC social profiles
Digital presenceSix Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC leadership team
Management profileNumber of profiles
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
What does Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC do?
Six Point Wealth Advisors is a private wealth advisory practice that delivers comprehensive, personalized financial planning and investment advisory services to affluent individuals and families. Core offerings include investment advisory solutions, insurance and annuity products, cash management, and tiered financial planning (Expanded Financial Goals, Comprehensive Financial Advice, and Advanced Planning and Analysis), delivered through in-person, virtual, and phone-based advisor consultations supported by Ameriprise's digital platform.
Is Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC a public or private company?
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC is a private company. It is classified as corporate owned and is currently operating.
When was Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC founded?
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC was founded in -1. It employs 1 to 10 people.
Where is Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC based?
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC is headquartered in Southington, United States, in the North America region.
How does Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC make money?
Three revenue lines are on record. Financial Advisory Fees are the primary driver. The others are investment Advisory Solutions and insurance and Annuity Solutions.
Who are Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC's main competitors?
Direct peers on record are Hightower Advisors, Focus Financial Partners, Commonwealth Financial Network, Creative Planning, Kestra Financial, Cetera Financial Group, Cambridge Investment Research and Mariner Wealth Advisors. Broad incumbents are LPL Financial and Edelman Financial Engines.
Does Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC have an API?
No public API is recorded for Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC.
What industry is Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC in?
Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.