Featured Business Financial Advisor in West Warwick, RI
West Warwick Financial Advisors
Eliot Rose Wealth Management
1300 Division Rd, Suite 301
West Warwick, RI 02893
Phone Number
“Retirement Done Right.”
Advisor Profile
Jason Siperstein, CFP, CFA
Name:  Jason Siperstein, CFP, CFA
Website:  Visit Website

About Eliot Rose Wealth Management

OVERVIEW

Eliot Rose Wealth Management is a fee-only financial planner in Rhode Island. We provide comprehensive financial planning and investment management services to clients transitioning into retirement. As a fiduciary, we always put our clients needs first, and never earn a commission of any kind.

FINANCIAL PLANNING

At the start of the 20th century, life expectancy was under fifty. Now in 2020, one can expect to live well into their eighties. Our practice is centered around this thirty-year longevity bonus that we call retirement.

As life changes, so do your questions about your financial health and well being. At some point you may have struggled with questions as to when you can retire, and how to balance that with caring for aging parents and young adult children. It is our goal to be there with you along the way - helping to guide you forward to make the decisions that are best for you.

INVESTMENT MANAGEMENT

Investment management begins with financial planning. Through planning we learn about you and your needs, which serves as the backbone to our investment approach. We review and analyze thousands of investment opportunities, carefully evaluating all costs and tax considerations before arriving on the right strategy for you.
 

General Information

Firm CRD#:    120465
CRD#:    5722409
States Willing to do Business in:    Serving clients locally and across the region.
Number of Years with Current Firm:    9
Years of Experience in Financial Services:    10
Name of Custodial Firm:    Charles Schwab
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)
 

Firm Information

Firm's Number of Clients:    150
 

Compensation and Fees

Compensation Methods:    Flat Fee
Fee Structure:    Fee Only
Compensation Methods:    Based on Assets
 
 
 
 
 
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