Jilling Wealth Management

Independent Financial Advice—Built Around You, Not a Corporate Model

Financial planner in South Kingstown, RI (show on map)

Independent financial planning and investment management focused on thoughtful, long-term client relationships without product pressure.

Call (866) 842-1483

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About

Founded by Michael S. Jilling, CFP®, the firm provides independent financial advice, retirement and tax-focused planning, and investment management, emphasizing disciplined processes and long-term relationships.

Independent financial advice

Long-term planning focus

Objective, client-first approach

Disciplined investment philosophy

Services

Financial Planning

Comprehensive financial planning including retirement, tax, and investment strategies.

Retirement planning Tax-aware planning Investment management Risk management Ongoing guidance

Investment Management

Diversified investment portfolios focused on risk control and goal alignment.

Diversified portfolio construction Risk management Socially responsible investing Special needs planning

Insurance Planning

Insurance strategies to protect against financial risks.

Disability income insurance Life insurance Long-term care insurance Other risk management solutions

Credentials & Certifications

CFP®

Since 2001

Frequently Asked Questions

What is your investment philosophy? +

Our investment philosophy focuses on controlling risk and aligning strategies with clients' financial goals, rather than attempting to beat the market.

Do you offer tax planning services? +

Yes, we provide tax-aware planning to help clients manage their overall tax situation effectively.

What types of insurance do you offer? +

We offer disability income, life, and long-term care insurance, among other risk management solutions.