Founded by Josh Wells, and currently managing over $100 million in assets, our firm is well known in the community. Conveniently located in East Providence, we work almost exclusively with utility companies’ employees and high net-worth retirees living in New England. Our firm specializes in customizing retirement income strategies to help retirees navigate a complicated and ever changing investment landscape.
Our combination of licenses, registrations, and special education qualify us to work with all types of investments. There is virtually no planning tool we cannot utilize if the circumstances call for it – simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your assets.