Financial Planning in Rhode Island

A more sustainable financial future is possible, when you take the right steps. Before we take off on the journey together, we’re focused on the starting point: your goals. As your long-term partner, where you want to go and what you want to achieve is our priority. We are committed to helping you get there, and your dreams — and concerns — are at the heart of our approach.

More often than not, our clients’ financial situations involve multiple facets. In the pursuit of making sense of it all and putting in place a program to best move you forward, we engage our network of strategic partners. For starters, our sister company is Sansiveri, Kimball & Co., LLP — a business consultancy and accounting firm.

Combined with our team of attorneys, insurers, and specialists in a wide range of disciplines — we are prepared to proactively address issues with an integrated, multi-pronged approach.