Wealth management, retirement planning, estate planning, wealth transfers, Rhode Island, RI - KLR Wealth Management

Need a Better Game Plan?

We know that there are many key players behind your successful financial future. Between investments, insurance, college savings and retirement planning, you have a lot to consider as you work to meet your life goals.

As your Personal CFO, we are committed to finding the solutions that work best for you and your family. 

Let's talk today about how we can help you live the life you’ve always envisioned.

How can we help you?

We help you build, manage, and preserve your wealth. Our professionals are experienced in the areas of estate and trust, investment advisory, insurance, and retirement planning. In order to maximize our effectiveness in each of these areas, we coordinate our efforts with your bankers, trust officers, attorneys, and other advisors.

We work with you to identify your goals, determine where you are now and how to get you to where you want to be.  Together we implement a plan to achieve your goals.

Learn more about our services and process or call us at 888-557-8557.