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.

We are hear when you need us

KLR values the health and safety of our clients and staff as our utmost priority. In light of recent developments around the spread of the coronavirus (COVID-19), we are closely monitoring our emergency preparedness. We remain dedicated to prioritizing the well being of our team, while ensuring that we are fulfilling our commitments in a timely, professional manner.

Visit our Coronavirus Resource page for more information.