Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

Wealth Managementsixpointwealthadvisors.com

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

Private wealth advisory
Financial planning services
Investment advisory
Retirement planning
Estate planning

Where Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC is headquartered

Location

Headquarters

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 offering

Core 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 profile

Segments3 records

Ideal customer profiles3 records

Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC technology and API

Technology

Technology 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 signal

Partnerships

One partnership is on record.

Ameriprise Financial Services, LLCcoreOthersSix 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 assessment

Direct 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 financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC leadership team

Management profile

Number of profiles

Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC funding detail

Funding detail

Funding 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 investment

M&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?

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.