935 Jefferson Boulevard
We have our independence to help you find yours.
Our advisor's team of over 40 professionals provides concierge-level attention centered upon you, your family, your business, and your future.
$1.25+ Billion of Assets Under Administration
*Managed total client assets as of 3/31/2021
Advising 100+ Employer Sponsored Retirement Plans
Servicing Individuals, Families, Business’ and Representatives throughout the New England Region
11 Dedicated Client Service Professionals
Founded in 1909, our family-owned and operated firm has been under the consistent leadership of one family of financial professionals since 1978. Today, we have the resources of a large independent financial advisory firm in Rhode Island.
Personal, concierge-level attention is our hallmark. From a simple phone call to resolving your most complex investment questions, our attention is centered on you, your family, your business and your future. We combine one-on-one, individualized service and attention to detail with top-flight investment advisory expertise and informational resources.
Building on our history of service and support and our New England legacy we’re looking forward to the next hundred years, offering Financial Planning, Retirement Plan Management, and Investment Advisory Services for individuals, families, and businesses.
Building on our reputation for wide and deep industry knowledge and quality service, we keep the focus exclusively on you and what serves you best. Every relationship is a genuine partnership.
“We believe in putting down roots and working hard to grow something of value and significance to our clients, our advisors, and our community.”
- Rick Beaulieu
“We’re looking to the past and into the future . . . all that has been achieved and all there is to continue to do in helping our clients build and preserve wealth for generations to come.”
- Kevin Beaulieu
Striving for unparalleled support for clients and their advisors—from investment research to administrative and operational support. Tap into more than 100 years of service and experience of more than 50 financial professionals to guide you.
“Teamwork makes the dream work”
- John C. Maxwell
“Let us realize that: the privilege to work is a gift, the power to work is a blessing, the love of work is success!”
- David O. McKay
Four Great, Unexpected Places to Raise a Family
Errors and Omissions Insurance
Taxable vs. Tax-Deferred Savings