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

Environmental, Social & Governance Investing (ESG)

KLR’s investment strategies help you align your investments with your personal values. 

KLR incorporates environmental, social and governance criteria when creating investment portfolios to enhance Financial and Societal Value.

Let's talk today about investments that reflect your values.

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.