Fee-Only Financial Advisor Rhode Island – Eliot Rose Wealth Management

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Eliot Rose Wealth Management

Worry Less.
Retire More.

Who We Work With

Retired Now or
Retiring Soon

This is our sole focus.

60+ Years Old

Retirement is no longer a distant idea, but coming up fast.

Have Over $1M in Retirement Savings

That needs to last 30+ years.

Asking
“Are We Going to Be Okay?”

Google searches aren’t enough. You need custom advice now.

Featured In:

EliotRose2023-22

Retirement Planning Shouldn’t Feel Overwhelming

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Years in Business

$ 0 M+

Assets under Management

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Successful Clients

 

The Eliot Rose Team

Transitioning into retirement is stressful. Our team makes it easier. You’ll move into retirement with confidence and real peace of mind.

Most financial planners put your plan together in as few as three meetings. We don’t think that’s enough.

Our partnership begins with a full year of coaching and mentoring. Your retirement transition is just too important to rush.

Are We Going To Be Okay

Proud Member of:

FPA: Being part of the Financial Planning Association keeps our brains sharp and knowledge current. It's like being lifelong students in a school where every subject is all about helping you thrive financially.

Fee-Only Network: Our inclusion in the Fee-Only Network demonstrates our commitment to clear, honest advice. You can think of it as a guarantee that our guidance is based solely on what benefits you, keeping your financial future bright and clear.

NAPFA: Belonging to the National Association of Financial Advisors means we're all about 'fee-only' advice - no hidden agendas or commissions. Picture us as your dependable ally, always making your financial interests our top priority.

CFP: The Certified Financial Planner badge isn't just decoration. It's proof that we're equipped to build you a solid, comprehensive financial plan - think of us as master architects in financial plan development.

CFA: Holding the Chartered Financial Analyst title is like being an investment detective - Sherlock Holmes style. We dive deep into your investments to make sure they're optimized to meet your goals.

IWI: Our membership with the Investments & Wealth Institute gives us the inside track on the latest wealth management strategies. Plus, our Retirement Management Analyst (RMA) designation means we're skilled retirement navigators – our focus.

FAQ

Testimonials

Google Reviews

Excellent
Based on 30 reviews
Marissa Chase
Marissa Chase
Jason, Paul, and Kris are a perfect financial team. They have worked with us to tailor an investment strategy to our needs. They have been insightful, responsive, and extremely kind. They truly go above and beyond. My mom has been a client with them for 20+ years, and I contacted them about financial advice a few years ago. My mom has always said she owes her financial stability to them and has always been extremely grateful for her relationship with them. I see why - they have made us feel secure, heard, and that our financial goals are attainable. We look forward to working with them throughout our lives!
Phil Mahoney
Phil Mahoney
It is a pleasure working with Jason, Paul and Kris. Marci and I find them professional, very knowledgeable, informative and timely. Choosing to work with them has proven to be one of the smartest decisions we have made for our financial future. Can't say enough about what an enjoyable experience it is to work with them. Phil & Marci
Eric Menke
Eric Menke
My wife and I began working with Eliot Rose about four years ago. Their investment strategy for us has been successful during those financially turbulent years. They set us up with an elder care attorney and work in tandem with our tax accountant to provide the overall guidance we need to ensure a comfortable retirement.
Kathy Hutchinson
Kathy Hutchinson
Jason and Paul have been very tremendously helpful in walking me through the financial planning for retirement process and have linked me to other great resources I needed for Medicare and trust planning. I am now looking forward to retiring at the end of the year. Thanks for everything! KH
Deborah Gourd
Deborah Gourd
We have been working with Jason, Paul, and Kris for nine months and all have been invaluable in planning, creating, and executing our retirement plan. Their professionalism, knowledge, and insights to financial planning, especially in this uncertain economic climate made it easier to fully understand our current financial snapshot and future wants and needs in retirement. We are very pleased with, and highly recommend the Elliot, Rose team!!
Jake Bissaro
Jake Bissaro
Highly recommended for fee-only, unbiased financial advice. My wife and I worked with Jason and Paul over the course of a year, and they helped us set up a comprehensive investment plan. If you don't know your way around finances and investments on your own, chances are Eliot Rose's services will end up netting you far more money long term than their fee—in our case, it has already.
Kim Smith Barnett
Kim Smith Barnett
We’ve been working with Jason and Paul for about six months, now. We wanted a fiduciary who would give us their unbiased, professional opinion whether our retirement plans were on track. Happy to say we got all of that, and a whole lot more!!! The folks at Eliot Rose take a deep dive into their clients lives so they can understand the wholistic view of your situation. Some of the things we reviewed in the process: how you feel about your job, your attitude about money, your childhood perception of your family’s financial status, your “now” budget, your “wish list” budget, what you think your retirement looks like, etc. Then you get to the good stuff! Jason and Paul gave us an analysis of our retirement plan chance of success, a strategy for withdrawals from Social Security and 401ks, and educated us along the way about how choices we make today will affect our retirement. We highly recommend Eliot Rose to anyone who wants to truly understand their financial picture and know the truth about your retirement picture – good, bad or in between! They are so ingrained in our everyday financial decisions now, that when we recently were tempted to buy a house that came up for sale in our neighborhood, we reached out to Jason & Paul to find out if we were ruining our financial future by considering it! They quickly set up a call to go over the pros and cons of modifying our financial plan. They are super nice and fun to work with and we highly recommend the Eliot Rose team!
Ken Rampino
Ken Rampino
My wife and I have been patrons of Eliot Rose Wealth Management, LLC for several years. I am a retired estate planning attorney and my wife is a retired nurse. In my personal life and my law practice I have had many dealings with investment advisers and counselors and none have come close to this organization in terms of the quality of their services, their professionalism and results achieved for our portfolio. They tailor their approach to the needs of the particular client(s). Jason applies his vast knowledge and experience to design a plan which is responsive to the prevailing economic climate and the twists and turns on the horizon. Paul is also a seasoned investment advisor who fortifies the efficacy of the particular plan and Kris assists in implementing the plan and follow up. We highly recommend Eliot Rose.
Cynthia Saint-Pierre
Cynthia Saint-Pierre
Jason, along with Paul and Kris, have provided me with invaluable guidance and advice as I entered the retirement phase of my life. They are an extremely professional, knowledgeable, trustworthy and compassionate group of individuals, who have made this transition, and all of the decisions retirement entails, so much easier for me. I am always treated with dignity and respect and I always feel at ease during conversations with Jason and his team. I feel very secure with the investment portfolio Jason has chosen to meet my specific needs and goals for the future and I appreciate the meetings he initiates throughout the year to review my account and answer any questions I may have. I would not hesitate to recommend this firm to anyone in need of financial management!
Laurie Flynn
Laurie Flynn
After years working with a planner from my employer’s retirement plan we felt unheard. We searched for a fiduciary and found Eliot Rose. Within a few months of working with Jason, Paul and Kris we were able to make concrete plans for our future. They listen and create plans for YOU. They respond quickly and with confidence in their advice. Highly recommend!!
 

*Google reviews are from current & past clients. No one was compensated for their review.

Have more Questions?

Let’s schedule a meet and greet and get you on the path to retire confidently.

Call us right now!

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Chat owl

This assures there are no hidden commissions or secret referral fees. We believe this is the only type of advisor who can truly provide unbiased and objective financial advice.

All new relationships begin with our financial planning engagement. We believe sound financial advice can only be provided after a deep understanding of your life.

Our financial planning process will include many meetings, each addressing a specific topic. Our meetings will generally follow the schedule below.

Meeting 1 (45 minutes)

Discovery

We will ask questions (lots of them!) to understand where you are today and where you want to go tomorrow. The information we gather will serve as the foundation of your plan.

Meeting 2 (45 to 60 minutes)

Asset Map & Retirement Goals

We will create your Asset Map. An Asset Map is a visual representation of your financial life on one single page. We will also break up your goals into Needs, Wants, and Wishes.

Meeting 3 (45 minutes)

The Big Reveal

This is where your financial plan starts to come to life! In this meeting, we answer the question: “Are we going to be okay?” We will show the current success of your plan, walk-through optimization strategies, and understand the decisions that create the biggest impact.

Meeting 4 (45 minutes)

Retirement Stress Test & Estate Planning

Life has many twists and turns. The goal is to have a general plan to protect against these “what-ifs.” It doesn’t need to be perfect – we will refine this as retirement unfolds.

Meeting 5 (45 minutes)

Retirement Funding & “Best Portfolio”

Now that you have a successful plan in place, we want to strengthen it. Our goal is to align your portfolio with your goals and risk profile. There is a lot to unpack here, feel free to ask as many questions as needed!

Meeting 6 (30 minutes)

Checking In

We covered a lot up until this point. We will review our prior discussions and revisit our recommendations. If anything is still unclear, we want to walk through it. Our goal is to provide an education, not a booklet.

Meeting 7 (30 to 45 minutes)

Logistics

We hope you feel good about the progress you have made so far! We will bring in Kris Sao Bento, our Client Services Director, to discuss logistics and how we work with clients on an ongoing basis.
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Social Security” is the term used for the Old-Age, Survivors, and Disability Insurance (OASDI) program in the United States. It’s run by the Social Security Administration (SSA), a federal agency. It’s best known for retirement benefits, but it also provides survivor benefits and income for workers who become disabled. Read more…

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The Sustainable Spending Analyzer (SSA) is a next generation, 360-degree approach to retirement planning. It’s a refreshingly straight-forward tool that turns confusing charts and graphs into answers about the most important decisions related to your retirement.