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you worry less and retire more.

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Eliot Rose Wealth Management

We are a fee-only financial planning firm that specializes in the retirement transition. We are located in East Greenwich, RI and serve clients locally and across the country. All of our meetings take place virtually from the comfort of your own home.

We begin every relationship with a complimentary “meet and greet” to see if we are a good match. No stress. No pressure. No sales. It’s everyone’s opportunity to get to know one another.