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.

 

Client Relationship Summary:

The Securities and Exchange Commission recently adopted new regulations, including Regulation Best Interest.  Effective June 30, 2020, these regulations require all investment advisers to provide important disclosures to help clients with their investment decisions.  We have included our Form CRS (Client Relationship Summary) which describes our services, fees, and potential conflicts of interest.  Please email us with any questions or concerns.