Sardelli & Hutchinson Wealth Management

Financial planner in West Warwick, RI (show on map)

Our firm was founded with the goal of helping our clients pursue financial success through the development and implementation of financial planning along with asset management.

Call (401) 885-2342

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About

Our advisors are here to partner with you in navigating all financial aspects in your life. Supplying the tools and guidance aiming to create financial stability now, and toward a financially independent future. "Working together to change your future and the opportunity of future generations"

Team approach enhancing client experience

Personalized relationship approach for insurance solutions

Comprehensive planning covering multiple lifecycle phases

Services

Financial Planning

A comprehensive plan offers the greatest potential for achieving financial goals, tailored to individual circumstances and objectives.

Personalized financial plans Goal identification and prioritization Lifecycle phase considerations (Accumulation, Pre-retirement, Retirement, Legacy)

Insurance Solutions

Tailored insurance products to protect against income loss, estate planning, and other financial risks.

Personalized insurance recommendations Coverage for income protection, estate transfers, and final expenses Collaboration with leading insurance carriers

Investment Solutions

Customized investment portfolios and advisory programs to meet diverse financial needs.

Wide range of investment products Retirement planning (Traditional, Roth, rollover IRAs) Business retirement plans (SIMPLE IRA, SEP IRA, 401(k), Defined benefit plan) Advisory programs (Strategic Asset Management portfolios) Education funding and gifting strategies

Estate Planning

Effective estate management to control wealth distribution and healthcare wishes.

Estate strategy development Healthcare directive planning Asset distribution planning Legacy planning

Employee Benefits Consulting

Design and manage employer-sponsored retirement plans and employee risk management services.

Employer-sponsored retirement plan design (SIMPLE IRA, SEP IRA, 401(k), Defined benefit plan) Employee risk management (insurance coverage) Financial education workshops for employees Payroll deduction IRA setup