Fee-Only Financial Advisor Rhode Island – Eliot Rose Wealth Management

WORRY LESS. RETIRE MORE.

"Everyone’s needs are

different. Yours are at the center of everything we do."

"Everyone’s needs are different. Yours are at the center of everything we do."

How We Help

Overview

When you’re 12 months away from retirement, every decision is crucial.

We’re here to answer the questions that keep you awake at night, providing real solutions to your most pressing retirement concerns.

Are we going to be okay?

This question is too important for you to rely on Google.

Testimonials

Google Reviews

Excellent
Based on 31 reviews
Lori Taylor
Lori Taylor
We contact Jason. Paul and Kris one year before our retirement and they have guided us from there and beyond. They continue to provide us with a sound plan and advice that give us the confidence and peace of mind in retirement. We would highly recommend them.
Spencer Frenchman
Spencer Frenchman
I couldn’t ask for better communication. Jason, Paul, and Kris provide excellent advice and really take the time to listen to and address all of your concerns
Marissa Chase
Marissa Chase
Jason, Paul, and Kris are a perfect financial team. They have worked with us to tailor an investment strategy to our needs. They have been insightful, responsive, and extremely kind. They truly go above and beyond. My mom has been a client with them for 20+ years, and I contacted them about financial advice a few years ago. My mom has always said she owes her financial stability to them and has always been extremely grateful for her relationship with them. I see why - they have made us feel secure, heard, and that our financial goals are attainable. We look forward to working with them throughout our lives!
Phil Mahoney
Phil Mahoney
It is a pleasure working with Jason, Paul and Kris. Marci and I find them professional, very knowledgeable, informative and timely. Choosing to work with them has proven to be one of the smartest decisions we have made for our financial future. Can't say enough about what an enjoyable experience it is to work with them. Phil & Marci
Eric Menke
Eric Menke
My wife and I began working with Eliot Rose about four years ago. Their investment strategy for us has been successful during those financially turbulent years. They set us up with an elder care attorney and work in tandem with our tax accountant to provide the overall guidance we need to ensure a comfortable retirement.
Kathy Hutchinson
Kathy Hutchinson
Jason and Paul have been very tremendously helpful in walking me through the financial planning for retirement process and have linked me to other great resources I needed for Medicare and trust planning. I am now looking forward to retiring at the end of the year. Thanks for everything! KH
Deborah Gourd
Deborah Gourd
We have been working with Jason, Paul, and Kris for nine months and all have been invaluable in planning, creating, and executing our retirement plan. Their professionalism, knowledge, and insights to financial planning, especially in this uncertain economic climate made it easier to fully understand our current financial snapshot and future wants and needs in retirement. We are very pleased with, and highly recommend the Elliot, Rose team!!
Jake Bissaro
Jake Bissaro
Highly recommended for fee-only, unbiased financial advice. My wife and I worked with Jason and Paul over the course of a year, and they helped us set up a comprehensive investment plan. If you don't know your way around finances and investments on your own, chances are Eliot Rose's services will end up netting you far more money long term than their fee—in our case, it has already.
Rebecca Brooks
Rebecca Brooks
I highly recommend Eliot Rose. Jason and Paul are great to work with. I feel so much more knowledgeable and confident about the planning for my retirement even in times as uncertain as these.
Jason Allegretti
Jason Allegretti
Jason and Eliot Rose are on my short list of financial advisers that I strongly recommend. They are responsive, reliable, and treat every client as individuals based on their specific needs. If you are nearing retirement age and are looking for guidance to how and if you can transition to next phase of your life, please give them a call.

*Google reviews are from current & past clients. No one was compensated for their review.

How We Help

When you’re 12 months away from retirement, every decision is crucial.

Sustainable Spending Lab

Worry has become a core component for people planning their retirement.

Financial Planning

Planning your retirement is more than just optimizing the dollars and cents.

Investment Management

We believe that portfolios should be built to perform well in a variety of environments.

Have More Questions?

Retiring comfortably and with confidence is not only a necessity, it is a requirement. Together, we will create a plan to simplify your life so you can live your dream.

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