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

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WORRY LESS. RETIRE MORE.

"The big money is not in the buying or selling, but in the waiting."

– Charlie Munger

Investment Management

Investment Management

We create your investment portfolio only after we have developed your financial plan. The reason for this is simple. Every family is different and needs a portfolio for different reasons.

We believe that portfolios should be built to perform well in a variety of environments. Since we don’t know what the future holds, we want to optimize across environments instead of for one environment.

Our approach is personal & before we put any money to work, we discuss:

Something that our clients really value is our independence. Not only are we building portfolios from the entire universe of investment options, but also using research from all major institutions. And we don’t stop there. We compare and contrast portfolios showing you the reasons we are recommending one over another.

Customized Solutions for Your Investment Goals

Strategic Investment Management for Your Future

We provide tailored investment management services to optimize your financial future. With a focus on diverse performance environments, we strategically build portfolios based on your unique needs. Trust us for expert investment management.

How we help

Our Best Plan

Retiring comfortably and with confidence is not only a necessity, it is a requirement.
Together, we will create a plan to simplify your life so you can live your dream.

 

How we help

Our Best Plan

Retiring comfortably and with confidence is not only a necessity, it is a requirement.
Together, we will create a plan to simplify your life so you can live your dream.

Have More Questions?

Retiring comfortably and with confidence is not only a necessity, it is a requirement. Together, we will create a plan to simplify your life so you can live your dream.

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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.

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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.