Paolucci-Li Wealth Management

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

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As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solution...
11/02/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow ...
11/02/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

Wishing everyone a safe and happy Halloween!Whether you're passing out candy, trick-or-treating with family or just enjo...
10/30/2026

Wishing everyone a safe and happy Halloween!

Whether you're passing out candy, trick-or-treating with family or just enjoying the fall season, I hope your day is full of fun, laughter and a few sweet surprises.

Tax-loss harvesting doesn’t need to be a one-off, year-end event. Contact me to discuss a timeline and/or strategy that ...
10/29/2026

Tax-loss harvesting doesn’t need to be a one-off, year-end event. Contact me to discuss a timeline and/or strategy that best suits your needs.

Don't forget . . .With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contri...
10/29/2026

Don't forget . . .

With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contribution rate, confirm your beneficiaries, or make sure your year-end goals are still on track.

Enjoy the extra hour. When you're ready to talk, I here.

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and worki...
10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connec...
10/22/2026

Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connect to discuss solutions that help keep your plans moving forward.

10/21/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Changing jobs?  Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/21/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
10/14/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

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

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