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


"The big money is not

in the buying or selling, but in the waiting."

"The big money is not​ in the buying or selling, but in the waiting."

- Charlie Munger

From Saving to Spending -
A Different Portfolio Approach

During your working years, the aim was simple – grow your savings.

In retirement, every dollar is now directly tied to your monthly expenses. And this changes everything.

Investment Philosophy

How We Help


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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