Clear objectives yield better results; portfolios built around your goals.
A clear investment process combined with 25+ years of experience lead to good investment decisions. As independent Registered Investment Advisors, we have crafted a detailed system to ensure you receive high quality and consistent service for all of your financial planning needs.
We provide you with peace of mind
Our experienced financial advisors can help you manage your finances, develop a strategy for meeting your goals and guide you through the personal financial planning process.
We have over 25 years experience providing expert financial advice.
We’ll develop a strategy to bring confidence to your retirement planning.
Our investment professionals ensure portfolios are tailored to your objectives.
Who we are
Wealth Management Resources, Inc. was founded in 1994 with the goal of assisting individuals, families, and business owners in and around New England. Serving clients out of our Smithfield, RI office, we strive to create financial stability and security and provide financial strength, independence, and peace of mind.
Planning For Every Stage Of Life
At the core of your relationship with Wealth Management Resources, Inc. is a coordinated approach to managing your wealth, providing you and your family the security that comes with knowing you have planned financially for every stage of your life.
Helping the Next Generation of Young Investors
If you are just starting out with investing or confused about your 401(K) at work or paying off debt, our team at Wealth Management Resources, Inc. is here to answer your questions and guide you through the personal finance issues affecting young investors.
“Many things change over the years, but one thing that has not changed is the need for sound financial advice from a staff of well-trained professionals who care and act in your best interests at all times.”
Patrick Diamond, Vice President
Associations & Accreditations
Learn how a CERTIFIED FINANCIAL PLANNERTM professional can help you manage your finances, develop a strategy for meeting your goals and guide you through the personal financial planning process. Let’s Make A Plan!
Schedule A Meeting
Our advisors will:
- Listen to your financial goals
- Review your current plan
- Discuss the ways that financial planning can work for you