Gunness Financial Services

Financial planner in Warren, RI (show on map)

Holistic financial planning and investment management services empowering clients to achieve their life goals.

About

At Gunness Financial Services, our mission is to provide holistic financial planning and investment management services that allow our clients to achieve what matters most to them. Our approach is collaborative and empowering, focusing on deep and genuine relationships.

We serve a diverse client base, including entrepreneurs and creative professionals, and work with specialists in law and accounting when needed. Our team is committed to a fiduciary standard, prioritizing client interests above all else, and avoids speculative practices, instead emphasizing long-term, measured investing. The firm is located in Warren, RI, and is affiliated with LPL Financial as a broker-dealer.

Holistic approach integrating financial planning, investment management, risk insurance, and small business planning

Fiduciary commitment prioritizing client interests

Collaboration with external specialists when needed

Personalized and ongoing client relationships

Services

Financial Planning

A personalized financial planning process that assesses client goals, concerns, and circumstances to develop a comprehensive plan.

Initial meeting to assess fit and discover what matters most Analysis and reflection to develop a personal financial plan Financial narrative letter outlining current financial health and goals Ongoing monitoring and assessment with regular check-ins

Investment Management

Construction and monitoring of investment portfolios tailored to client risk/return preferences.

Analysis and discovery to identify risk/return tradeoff Collaborative portfolio construction Periodic reviews and check-in meetings Fiduciary commitment to client interests