Wealth Management Resource Group

Financial planner in Cranston, RI (show on map)

We specialize in helping individuals develop sound retirement strategies and offer personalized, hands-on service across investments, financial planning, and insurance.

Call (508) 686-7800

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About

Wealth Management Resources Group is an independent financial firm dedicated to offering unbiased advice and a holistic approach to financial planning. Specializing in retirement strategies, they provide personalized service across investments, financial planning, and insurance, aiming to educate clients and preserve wealth while addressing the challenges of modern retirement.

Independent firm offering unbiased advice

Holistic and individualized approach to client service

Focus on retirement strategies and wealth preservation

Services

Investments

A wide range of investment options including bonds, common stock, IRAs, brokerage accounts, treasury securities, and variable annuities.

Bonds Common Stock Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuities

Financial Planning

Comprehensive financial planning covering retirement, tax, college, estate, and money purchasing plans.

Retirement Plans Tax Plans 401(k) Planning 403(b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans

Insurance

Insurance solutions including disability income, life, and long-term care insurance.

Disability Income Insurance Life Insurance Long-Term-Care Insurance

Credentials & Certifications

Partner

Chief Operations Officer

Transition Specialist

Executive Assistant

Director of Marketing

Financial Professional

Wealth Management Advisor

Financial Advisor & Life, DI, & LTC Insurance Specialist

Frequently Asked Questions

What is the primary purpose of Wealth Management Resources Group? +

The firm specializes in helping individuals develop sound retirement strategies and offers personalized, hands-on service across investments, financial planning, and insurance.

How does the firm approach financial planning? +

The firm focuses on educating clients about financial concepts and products, taking the mystery out of investing, insurance, estate conservation, and preserving wealth, with an emphasis on money management and critical financial well-being issues.

What investment options are available? +

The firm offers a wide range of investment options including bonds, common stock, IRAs, brokerage accounts, treasury securities, and variable annuities.

What types of insurance does the firm provide? +

The firm provides disability income insurance, life insurance, and long-term care insurance.

How does the firm handle retirement planning? +

The firm helps clients develop personalized retirement plans by assessing their risk tolerance, time horizon, and financial goals, and implementing strategies to potentially accumulate sufficient retirement funds.

What is the firm's value promise? +

The firm’s value promise is “The Advisor is our client,” emphasizing that advisors are the core of their business and the firm exists to serve them.