West Warwick, RI 02893
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.
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 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.
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BBA - Consulting and Venture Management