National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Jason Siperstein, CFP®, CFA

Eliot Rose Wealth Management

1300 Division Rd
Suite 301

West Warwick, RI 02893
(401) 5885122

Retirement Done Right.

About Eliot Rose Wealth Management

OVERVIEW

Eliot Rose Wealth Management is a fee-only financial planner in Rhode Island. We provide comprehensive financial planning and investment management services to clients transitioning into retirement. As a fiduciary, we always put our clients needs first, and never earn a commission of any kind.

FINANCIAL PLANNING

At the start of the 20th century, life expectancy was under fifty. Now in 2020, one can expect to live well into their eighties. Our practice is centered around this thirty-year longevity bonus that we call retirement.

As life changes, so do your questions about your financial health and well being. At some point you may have struggled with questions as to when you can retire, and how to balance that with caring for aging parents and young adult children. It is our goal to be there with you along the way - helping to guide you forward to make the decisions that are best for you.

INVESTMENT MANAGEMENT

Investment management begins with financial planning. Through planning we learn about you and your needs, which serves as the backbone to our investment approach. We review and analyze thousands of investment opportunities, carefully evaluating all costs and tax considerations before arriving on the right strategy for you.

General Information

Firm Start Year

2002

No.of Employees

5-9

CRD#

5722409

Firm CRD#

120465

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

10

Number of Years with Current Firm

9

Qualifications & Membership

Financial Organization Memberships

Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)

Firm Information

Firm's Number of Clients

150

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Education

BBA - Consulting and Venture Management

Emory University
-