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."

in the buying or selling, but in the waiting."

- Charlie Munger

From Saving to Spending -
A Different Portfolio Approach

During your working years, the aim was simple – grow your savings.

In retirement, every dollar is now directly tied to your monthly expenses. And this changes everything.

Investment Philosophy

How We Help

 

Sustainable Spending Lab

Worry has become a core component for people planning their retirement.

Financial Planning

Planning your retirement is more than just optimizing the dollars and cents.

Investment Management

We believe that portfolios should be built to perform well in a variety of environments.

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.