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

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"It isn't just about money.

It's about shaping the life of your dreams."

"It isn't just about money. It's about shaping the life of your dreams."

Our Process in a Nutshell:

"Children of our clients

are our clients."

We often help with:

How We Help


Sustainable Spending Lab

We’ll give you precise saving/spending targets that maximize spending, yet safely assure a lifetime of fund security.

Financial Planning

More than just numbers, we custom tailor comprehensive plans that optimize both saving and spending.

Investment Management

New advanced tools now enable safer, high-return investments and unprecedented market insight.

Have More Questions?

We’re eager to hear about your financial goals and concerns. Let’s arrange a no-pressure get-together to find out if we’re a good fit for one another.

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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.