Bostwick Wealth Management

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Bostwick Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC When you work with me, you receive:
1:1 financial advice based on your goals and needs.

Sean Bostwick, Financial Advisor, Ameriprise Financial Services, LLC

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. 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. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Get started

Interests
Dining out with my wife at restaurants across Long Island and New York City. We really enjoy trying different types of cuisine and experiences. Taking the kids to Ocean Beach in Fire Island over the summer where we enjoy local shops, ice cream and fun in the sun. Going skiing in the Poconos and Vermont every winter with the family. Areas of Focus
Insurance
Wealth Preservation Strategies
Retirement Planning Strategies

Qualifications
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

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

The best financial conversations start with understanding where you stand today. OmniView® can help create a more comple...
10/17/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/15/2026

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
10/14/2026

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

+15.4%​Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​​While past pe...
10/08/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

Wondering what this election year might mean for your investments? Historically, midterm election years have often broug...
10/07/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​

While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​

If you have questions about how current events fit into your financial strategy, let's connect.

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Ma...
10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

09/29/2026

Doing the right thing for clients is always the right choice.

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future ...
09/25/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not repla...
09/18/2026

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not replace your full earnings if you're unable to work. The good news is that options exist to help protect what you've worked hard to build. Send me a message if you'd like to learn how planning ahead can help.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
09/18/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Address

515 Broadhollow Road Suite 800
Melville, NY
11747

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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