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Office One

690 Douglas Pike

Smithfield, RI 02917

Office Two

35 Dyer Street

Portsmouth, RI 02871

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Where do you want to go? We'll get there, together. 

Where do you want to go? We'll get there, together. 

Our mission is to create and maintain wealth for our clients through long term, effective asset management.  We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and pursuit of these goals.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

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