McGuire Wealth Management

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

5.0

★★★★★

2 reviews

McGuire Wealth Management delivers high-quality investment management for clients, acting as a fiduciary Registered Investment Adviser.

Call (401) 364-5000

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About

The foundation of McGuire Wealth Management is to deliver the highest quality, effective, and goal-achieving investment management for our clients. As a Registered Investment Adviser, we embrace our fiduciary role in keeping the interests of our clients first.

Our services are sculpted to serve primarily high and higher net-worth investors and business owners. We staff 3 investment adviser representatives and 2 in-house support staff, leveraging resources from custodial and broker-dealer relationships including estate attorneys, tax professionals, and subject matter experts. Our core service is investment portfolio advice and management, with a focus on personalized strategies, diversified portfolios, and ongoing wealth management, retirement income planning, estate and tax planning coordination, and various other financial planning topics.

Fiduciary duty to client interests

Personalized investment strategies

Comprehensive wealth management including estate and tax planning

Recognition as Forbes 'Best-In-State Wealth Advisor' and Five Star Wealth Manager

Services

Investment Portfolio Advice and Management

Personalized investment strategies with diversified portfolios of individual stocks, bonds, and ETFs, providing clients with investment clarity and continuous monitoring.

Risk tolerance and investment objective assessment Short-term tactical and long-term strategic market outlook Well-diversified portfolios across market sectors and industry groups

Wealth Management & Retirement Income Planning

A dynamic, goals-based planning approach that addresses accumulation and withdrawal phases, including asset location, Medicare analysis, and tax minimization strategies.

Goals-based planning approach Comprehensive wealth analysis using advanced software Ongoing monitoring and adjustment of investment strategies

Estate & Tax Planning Coordination

Utilizes wealth analysis to drive effective estate planning and tax avoidance strategies, including cost basis analysis, beneficiary designations, and trust planning.

Cost basis and asset location analysis IRA and retirement plan beneficiary designations Special Needs Trusts and estate tax considerations

Additional Financial Planning Topics

Includes charitable gifting strategies, business succession planning, long-term care planning, executive compensation plans, securities-based loans, and more.

Charitable gifting strategies Business succession planning Long-term care planning Executive compensation plans Securities-based loans and lines of credit