Eliot Rose Wealth Management is a fee-only financial planner located in East Greenwich, Rhode Island serving clients locally and around the country. We provide financial planning and investment management services to clients transitioning into or living in retirement. Eliot Rose serves clients as a fiduciary and never earns a commission of any kind.
A business model where the advisor receives absolutely no commissions or referral fees. We believe this is the only type of advisor who can truly provide unbiased and objective financial advice.
ARE YOU ASKING:
Are we going to be okay?
You are not alone.
Helping your children while
caring for aging parents?
Debating when to retire?
Wondering if you’re in
the right investments?
Searching for answers?
Let's make retirement
Transitioning into retirement should be a time to be happy and feel secure. You've worked your whole life for this day. But you catch yourself wondering,
Are we going to be okay?
That's the question keeps most people up at night. And it's why Eliot Rose Wealth Management created our exclusive Sustainable Spending Analyzer® (SSA). The SSA organizes, simplifies & answers the most important questions you have about your retirement.
The SSA is a next generation, 360-degree approach to retirement planning. It’s a refreshingly straight-forward tool that turns confusing charts and graphs into answers about the most important decisions related to your retirement.
Retirement planning doesn't need to feel overwhelming
Eliot Rose isn't like most other financial advisory firms. We focus 100% on retirement and are 100% fee-only. Sound refreshing? We hope so.
Fiduciary: We put your financial interests first – not ours.
Commission Free: We never charge commissions, ever.
Retirement Focused: Our business is centered around your retirement.
The Eliot Rose Team
Our team, located in Rhode Island, is highly skilled and loves what they do. Helping you transition into retirement is a highly personal experience that can cause you some anxiety.
We do everything we can to ease this time for you and assure you are properly prepared for a well-deserved future in retirement.
Our Google Reviews
*Please note that these Google reviews are from current/past clients and nobody was compensated for their review in any way.
Proud Member of:
Retirement Planning Blog
Social Security There are a lot of reasons why people choose to claim Social Security early. From
Retirement Planning As you may know, we specialize in helping clients in retirement and those hoping to