Paxim Private Wealth - Ameriprise Private Wealth Advisory Practice

Paxim Private Wealth - Ameriprise Private Wealth Advisory Practice A private wealth advisory practice of Ameriprise Financial Services, LLC

We work with you to determine the service and solutions that fit your financial needs and priorities. Through financial advice, investments and solution recommendations, as well as progress meetings and smart technology, we can help you achieve your financial goals and adjust to whatever life brings. We're here to help you feel more confident, connected and in control of your financial life. Pleas

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

Today, we pause to remember the brave men and women who made the ultimate sacrifice in service to our country.Memorial D...
05/25/2026

Today, we pause to remember the brave men and women who made the ultimate sacrifice in service to our country.

Memorial Day is more than the start of summer. It is a time to reflect on the courage, service, and freedom that have shaped the lives we’re fortunate to live today.

As we spend time with family and friends this weekend, may we also take a moment to honor those who gave everything for our nation.

Wishing everyone a meaningful and peaceful Memorial Day.

Most executives don’t realize how concentrated they actually are.Salary, bonus, and RSUs are often all tied to the same ...
05/22/2026

Most executives don’t realize how concentrated they actually are.

Salary, bonus, and RSUs are often all tied to the same company, which means your income and your net worth are exposed to the same risk. It feels fine when things are going well, but it creates a level of dependency that usually isn’t intentional.

This is where a bit more structure helps. Reviewing your exposure, setting a plan around RSU sales as they vest, and gradually diversifying over time can reduce that risk without overreacting. It’s less about making a big move and more about making sure your overall plan isn’t built around a single outcome.

https://www.ameripriseadvisors.com/team/paxim-private-wealth/insights/executive-compensation/

You’re tired… not done.
05/20/2026

You’re tired… not done.

Charitable giving has always felt pretty straightforward. You give, you deduct, and move on.That may not hold up the sam...
05/18/2026

Charitable giving has always felt pretty straightforward. You give, you deduct, and move on.

That may not hold up the same way in 2026. New tax rules could reduce how much of those contributions actually count, especially for higher earners who itemize. For many people, that means the same habits around giving may become less efficient over time.

This is where a bit more planning comes in. Timing, structuring gifts, or using tools like donor-advised funds can help make sure your giving still aligns with your broader financial picture.

https://www.ameripriseadvisors.com/team/paxim-private-wealth/insights/tax-rules-charitable-giving-deductions/

4 months in. Quick pulse check - how are you actually doing?
05/13/2026

4 months in. Quick pulse check - how are you actually doing?

A bonus is one of the few moments where a single decision can move your financial plan forward.But most bonuses don’t ge...
05/08/2026

A bonus is one of the few moments where a single decision can move your financial plan forward.

But most bonuses don’t get used that way. They get absorbed into lifestyle or spent without much intention.

Before doing anything with it, it’s worth asking what role that money should actually play.

A bonus can feel like extra money. In reality, it’s often one of the best opportunities to create real progress.

The difference is usually decided before it’s spent.

https://www.ameripriseadvisors.com/team/paxim-private-wealth/insights/annual-financial-review/

Making money is easy. Building wealth is the skill.
05/06/2026

Making money is easy. Building wealth is the skill.

If your tax bill surprised you this year, you’re not alone.A lot of high earners run into this. Not because they’re doin...
05/04/2026

If your tax bill surprised you this year, you’re not alone.

A lot of high earners run into this. Not because they’re doing anything wrong, but because income has gotten more complex. Bonuses, RSUs, side income, and capital gains don’t always show up the way people expect.

The challenge is most tax planning happens after the fact, when the outcome is already locked in.

A surprise tax bill is usually a signal. Not of a bad year, but of a strategy that hasn’t caught up yet.

https://www.ameripriseadvisors.com/team/paxim-private-wealth/insights/proactive-tax-planning/

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145 Pinelawn Road, Ste 340N
Melville, NY
11747

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