• Title

  • Meconi Financial Management & Advisory, A Private Wealth Advisory Practice of Ameriprise


    Financial Services

    About Us

    At Meconi Financial Management & Advisory, you are supported by a team of professionals, dedicated to the highest levels of client service. We strive for excellence by providing:

    1:1 financial advice based on your goals and needs.
    Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
    Regular meetings to review your goals, progress, and investments.
    Anytime access to your investments and digital tools to help you stay on track.

    Areas of focus include, but are not limited to:
    Wealth Preservation Strategies
    Investment Management
    Retirement Planning Strategies
    Estate Planning Strategies
    Tax Planning Strategies
    Divorce Financial Planning
    Domestic Partner Planning
    Intergenerational Planning
    Executive Compensation and Benefit Strategies

    Rep/Contact Info

    Card image cap
    Art Meconi
    Private Wealth Advisor