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

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Meet the Team

Worry Less. Retire More.​

Who we are - team photo

Our Guiding
Principles

We’ll be your guides on a path that leads to financial confidence and peace of mind.

What Sets Us Apart

 

Our Team

Jason Siperstein, CFP®, CFA, RMA®

President and Wealth Advisor

Paul McDermott

Director of Retirement Education

Kris Sao Bento

Director of Client Services

Gary Siperstein

Founder and Director of Investment Research

 

Layla Siperstein

Chief Barking Officer

Let's schedule a meet & greet

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Jason has a knack for being able to translate his knowledge into simple, every day,  actionable advice. The most rewarding part of Jason’s day is when he hears a client whisper to their spouse, “I feel better now.”  That simple phrase is  what keeps him going, and really captures what the Eliot Rose firm stands for.

Maybe we should change Jason’s title to President of Calm and Reassurance.

Sports – frustrated tennis competitor, but lives for ping-pong (no, seriously).

Favorite Time Waster – Loves going down the YouTube rabbit hole. For hours on end.

Community Guy – Generous volunteer who helps several local boards with financial planning and advice. He loves teaching and mentoring new financial advisors in ways that get them excited. This stuff IS Jason’s passion and he loves giving back.

At Eliot Rose, Jason leads financial planning and investment management services for clients.

Experience and Credentials

  • Over a decade of experience in wealth management
  • Former consultant to multiple Fortune 500 businesses
  • Holds the gold standard in both financial planning (Certified Financial Planner™, CFP®) and investment management (Chartered Financial Analyst, CFA)
  • Has specialized training and expertise in retirement planning and holds the Retirement Management Advisor, RMA® designation

Community Involvement

  • Member | Fee-Only Network
  • Member | National Association of Personal Financial Advisors (NAPFA)
  • Member | Financial Planning Association (FPA)
  • Chairman | Financial Planning Association of Rhode Island
  • Member | CFA Institute
  • Treasurer | CFA Society Providence
  • Member | State of Rhode Island Financial Empowerment Roundtable
  • Trustee | The Miriam Hospital

Jason live in East Greenwich, RI with his wife, Dana, their daughter, Ariana, and dog, Layla.

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Paul’s never met a sport he didn’t like. He’s a fan, a coach, mentor. And he’s wise beyond his years (that’s what he tells us), loves a good anecdote, and has some wicked culinary skills.

A Complete Day – A trip to the beach, a crowded kitchen with good friends, some good music, and California wine.

Hideouts – Exploring beaches and trails around Rhode Island. Exploring beaches and trails around Rhode Island.

At Eliot Rose, Paul helps clients transition into retirement successfully.

Experience

  • Over 35 years of experience in wealth management at several financial institutions
  • Expert in technology and the client experience

Community Involvement

  • Past Coach, Board Member, Jamestown Soccer Association
  • Past Coach, Board Member, Jamestown Youth Baseball
  • Past Chair, Jamestown School Improvement Team
  • Religious Education Instructor, Saint Mark Church

Paul lives in Jamestown, RI with his wife, Maureen.

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Master juggler, orchestra conductor, car lover, our resident MacGyver. Rumor has it she might like shoes a little too much.

4 Things – Travel, wine, food, and dogs.

Fun Fact – Portuguese history buff!

At Eliot Rose, Kris is responsible for all client service related functions.

Experience 

  • Over 25 years of experience in client services
  • Expert in financial administration and solving complex logistical challenges
Community Involvement
  • Vice President, Wood Estates North Neighborhood Association
  • Member, Rhode Island Corvette Club
  • Kris lives in Coventry, RI with her husband, Terry, and son Christian.

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It all started with Gary. It was his vision, his dream. He led the way when the industry was just getting started. It’s not an exaggeration to call him a pioneer. We’re proud to live his legacy and passion and share it with you.

Mind games – chess, bridge, and reading gigantic Russian novels.

Getting outdoors – biking, walking, novice golfer.

Happiest when – playing with grandchildren!

At Eliot Rose, Gary manages legacy client portfolios. He founded the firm in 2002, which was named after his two children

Experience and Credentials

  • Over 40 years of experience in investment management
  • Former Managing Director of boutique investment firm
  • Former Certified Public Accountant, CPA

Community Involvement

  • Past Board Member, The Wheeler School
  • Past Board Member, Temple Torat Yisrael
  • Past Board Member, The Jewish Federation
  • Past Board Member, The Jewish Seniors Agency

Gary spends half the year in Rhode Island and the other half in Florida with his wife, Mynde.

 

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The real boss. Enough said.

Favorite TV Channel – Animal Planet (duh!)

Sports – Not a big Cardinals fan, she just barks at them.

Favorite Eating Place – The Dog Bowl (open 24 hours!).

Education

  • Proud graduate of Barking Lots.

Experience

  • 4+ years of mailman alerting.
  • Expert snuggler and chaser of squirrels.

Chat owl

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…

Chat owl

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.

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.