Fee-Only Financial Advisor Rhode Island – Eliot Rose Wealth Management
We’ll be your guides on a path that leads to financial confidence and peace of mind.
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With a unique ability to simplify complex financial concepts into actionable advice, Jason finds his greatest fulfillment in the moments a client quietly tells their spouse, “I feel better now.” This affirmation of relief and understanding fuels his passion and embodies the core values of Eliot Rose.
Beyond the Office:
Sports – When he’s not crunching numbers, you’ll find Jason swapping his calculator for a paddle, honing his skills on the ping pong table, and venturing into the world of pickleball. And let’s not forget chess. That’s his favorite type of (mental) workout.
Curiosity Enthusiast – Jason’s YouTube watchlist spans from black holes to future life scenarios, making him the hit at any party—if it’s a science-themed one. Just don’t ask him to explain the relativity of time; though you might finally understand why a minute can feel like an hour.
Advocate – Jason generously contributes his expertise to local boards, offering financial planning advice and mentoring up-and-coming financial advisors, igniting their passion for the field.
At Eliot Rose, Jason leads financial planning and investment management services for clients.
Experience:
Education & Credentials:
Community Involvement:
Personal:
Jason resides in East Greenwich, RI, with his wife, Dana, their daughter, Ariana, and their dog, Layla.
Paul’s never met a sport he didn’t like. He’s a fan, a coach, mentor. And he’s wise beyond his years (that’s what he tells us), loves a good anecdote, and has some wicked culinary skills.
A Complete Day – A trip to the beach, a crowded kitchen with good friends, some good music, and California wine.
Hideouts – Exploring beaches and trails around Rhode Island. Exploring beaches and trails around Rhode Island.
At Eliot Rose, Paul helps clients transition into retirement successfully.
Experience
Community Involvement
Paul lives in Jamestown, RI with his wife, Maureen.
Master juggler, orchestra conductor, car lover, our resident MacGyver. Rumor has it she might like shoes a little too much.
4 Things – Travel, wine, food, and dogs.
Fun Fact – Portuguese history buff!
At Eliot Rose, Kris is responsible for all client service related functions.
Experience
It all started with Gary. It was his vision, his dream. He led the way when the industry was just getting started. It’s not an exaggeration to call him a pioneer. We’re proud to live his legacy and passion and share it with you.
Mind games – chess, bridge, and reading gigantic Russian novels.
Getting outdoors – biking, walking, novice golfer.
Happiest when – playing with grandchildren!
At Eliot Rose, Gary manages legacy client portfolios. He founded the firm in 2002, which was named after his two children
Experience and Credentials
Community Involvement
Gary spends half the year in Rhode Island and the other half in Florida with his wife, Mynde.
The real boss. Enough said.
Favorite TV Channel – Animal Planet (duh!)
Sports – Not a big Cardinals fan, she just barks at them.
Favorite Eating Place – The Dog Bowl (open 24 hours!).
Education
Experience
