Bostwick Wealth Management

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.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisi...
06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

06/15/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

When financial decisions aren’t shared, the role of guidance can become even more meaningful.Ameriprise Financial resear...
06/11/2026

When financial decisions aren’t shared, the role of guidance can become even more meaningful.

Ameriprise Financial research shows that among financially solo adults who work with an advisor, guidance supports both confidence and clarity — helping people feel more secure about the future, navigate major decisions, and bring structure to long‑term planning.

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

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...
06/09/2026

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.

06/05/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

Planning independently often requires looking further ahead.Ameriprise Financial research shows that advisors help solo ...
06/04/2026

Planning independently often requires looking further ahead.

Ameriprise Financial research shows that advisors help solo adults translate long-term goals into concrete plans — from timing and income planning to defining long‑term financial goals.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Financial independence is sometimes misunderstood as isolating or risky.Ameriprise Financial research shows many financi...
05/29/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

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

Website

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