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

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Meet the team

Meet the team that helps
you worry less and retire more.

THINK OF US AS YOUR:

Planning Partners, Sounding Board & Financial Coaches

We will walk you through the important things that keep you up at night: secure monthly income, social security, realistic spending, healthcare, investments and taxes.

We want you to feel the comfort and peace of mind that comes with having a plan that works for you -- at every stage of your retirement.

What sets us apart

Fiduciary

We put your financial interests first – not ours.

Commission Free

Zero dollars of commissions received.

CFP® Professional

The Certified Financial Planner™ designation is the gold standard in financial planning. Only 25% of advisors hold this designation.

CFA Professional

The Chartered Financial Analyst designation is the gold standard in investment management. Only 2.5% of advisors hold this designation.

RMA® Professional

The Retirement Management Advisor® is the gold standard in retirement planning process. Only 0.07% of advisors hold this designation.

Retirement Focused

There are huge differences in planning for accumulation vs. retirement. We focus 100% on retirement.

Proudly serving client for over 20 years banner

Our Team

Jason Siperstein, CFP®, CFA, RMA® | President and Wealth Advisor
Jason Siperstein, CFP®, CFA, RMA®

President and Wealth Advisor

  • Personal
  • Professional

Jason has a knack for being able to translate his knowledge into simple, every day,  actionable advice. The most rewarding part of Jason’s day is when he hears a client whisper to their spouse, “I feel better now.”  That simple phrase is  what keeps him going, and really captures what the Eliot Rose firm stands for.

Maybe we should change Jason's title to President of Calm and Reassurance.

sport rackets icon

Sports – frustrated tennis competitor, but lives for ping-pong (no, seriously).

Time icon

Favorite Time Waster – Loves going down the YouTube rabbit hole. For hours on end.

Community giving

Community Guy – Generous volunteer who helps several local boards with financial planning and advice. He loves teaching and mentoring new financial advisors in ways that get them excited. This stuff IS Jason’s passion and he loves giving back.

At Eliot Rose, Jason leads financial planning and investment management services for clients.

Experience and Credentials 

  • Over a decade of experience in wealth management
  • Former consultant to multiple Fortune 500 businesses
  • Holds the gold standard in both financial planning (Certified Financial Planner™, CFP®) and investment management (Chartered Financial Analyst, CFA)
  • Has specialized training and expertise in retirement planning and holds the Retirement Management Advisor, RMA® designation

Community Involvement

  • Member | Fee-Only Network
  • Member | National Association of Personal Financial Advisors (NAPFA)
  • Member | Financial Planning Association (FPA)
  • Chairman | Financial Planning Association of Rhode Island
  • Member | CFA Institute
  • Treasurer | CFA Society Providence
  • Member | State of Rhode Island Financial Empowerment Roundtable
  • Trustee | The Miriam Hospital

Jason live in East Greenwich, RI with his wife, Dana, their daughter, Ariana, and dog, Layla.

Paul McDermott | Director of Retirement Education
Paul McDermott

Director of Retirement Education

  • Personal
  • Professional

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.

beach icon

A Complete Day – A trip to the beach, a crowded kitchen with good friends, some good music, and California wine.

music icon

Hideouts – Exploring beaches and trails around Rhode Island.

At Eliot Rose, Paul helps clients transition into retirement successfully.

Experience

  • Over 35 years of experience in wealth management at several financial institutions
  • Expert in technology and the client experience

Community Involvement

  • Past Coach, Board Member, Jamestown Soccer Association
  • Past Coach, Board Member, Jamestown Youth Baseball
  • Past Chair, Jamestown School Improvement Team
  • Religious Education Instructor, Saint Mark Church

Paul lives in Jamestown, RI with his wife, Maureen.

Kris Sao Bento | Director of Client Services
Kris Sao Bento

Director of Client Services

  • Personal
  • Professional

Master juggler, orchestra conductor, car lover, our resident MacGyver. Rumor has it she might like shoes a little too much.

food and wine icon

4 Things – Travel, wine, food, and dogs.

history buff icon

Fun Fact – Portuguese history buff!

At Eliot Rose, Kris is responsible for all client service related functions.

Experience

  • Over 25 years of experience in client services
  • Expert in financial administration and solving complex logistical challenges

Community Involvement

  • Vice President, Wood Estates North Neighborhood Association
  • Member, Rhode Island Corvette Club

Kris lives in Coventry, RI with her husband, Terry, and son Christian.

Gary Siperstein | Founder and Director of Investment Research
Gary Siperstein

Founder and Director of Investment Research

  • Personal
  • Professional

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.

Chess piece icon

Mind games – chess, bridge, and reading gigantic Russian novels.

bicycle icon

Getting outdoors – biking, walking, novice golfer.

Community giving

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

  • Over 40 years of experience in investment management
  • Former Managing Director of boutique investment firm
  • Former Certified Public Accountant, CPA

Community Involvement

  • Past Board Member, The Wheeler School
  • Past Board Member, Temple Torat Yisrael
  • Past Board Member, The Jewish Federation
  • Past Board Member, The Jewish Seniors Agency

Gary spends half the year in Rhode Island and the other half in Florida with his wife, Mynde.

Layla Siperstein | Chief Barking Officer
Layla Siperstein

Chief Barking Officer

  • Personal
  • Professional
The real boss. Enough said.
tv icon

Favorite TV Channel – Animal Planet (duh!)

dog icon

Sports – Not a big Cardinals fan; she just barks at them.

dog food icon

Favorite Eating Place – The Dog Bowl (open 24 hours!).

Education

  • Proud graduate of Barking Lots.

Experience

  • 4+ years of mailman alerting.
  • Expert snuggler and chaser of squirrels.
Jason
Jason Siperstein, CFP®, CFA, RMA®

President and Wealth Advisor

  • Personal
  • Professional

Jason has a knack for being able to translate his knowledge into simple, every day,  actionable advice. The most rewarding part of Jason’s day is when he hears a client whisper to their spouse, “I feel better now.”  That simple phrase is  what keeps him going, and really captures what the Eliot Rose firm stands for.

Maybe we should change Jason's title to President of Calm and Reassurance.

sport rackets icon

Sports – frustrated tennis competitor, but lives for ping-pong (no, seriously).

Time icon

Favorite Time Waster – Loves going down the YouTube rabbit hole. For hours on end.

Community giving

Community Guy – Generous volunteer who helps several local boards with financial planning and advice. He loves teaching and mentoring new financial advisors in ways that get them excited. This stuff IS Jason’s passion and he loves giving back.

At Eliot Rose, Jason leads financial planning and investment management services for clients.

Experience and Credentials 

  • Over a decade of experience in wealth management
  • Former consultant to multiple Fortune 500 businesses
  • Holds the gold standard in both financial planning (Certified Financial Planner™, CFP®) and investment management (Chartered Financial Analyst, CFA)
  • Has specialized training and expertise in retirement planning and holds the Retirement Management Advisor, RMA® designation

Community Involvement

  • Member | Fee-Only Network
  • Member | National Association of Personal Financial Advisors (NAPFA)
  • Member | Financial Planning Association (FPA)
  • Chairman | Financial Planning Association of Rhode Island
  • Member | CFA Institute
  • Treasurer | CFA Society Providence
  • Member | State of Rhode Island Financial Empowerment Roundtable
  • Trustee | The Miriam Hospital

Jason live in East Greenwich, RI with his wife, Dana, their daughter, Ariana, and dog, Layla.

Paul
Paul McDermott

Director of Retirement Education

  • Personal
  • Professional

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.

beach icon

A Complete Day – A trip to the beach, a crowded kitchen with good friends, some good music, and California wine.

music icon

Hideouts – Exploring beaches and trails around Rhode Island.

At Eliot Rose, Paul helps clients transition into retirement successfully.

Experience

  • Over 35 years of experience in wealth management at several financial institutions
  • Expert in technology and the client experience

Community Involvement

  • Past Coach, Board Member, Jamestown Soccer Association
  • Past Coach, Board Member, Jamestown Youth Baseball
  • Past Chair, Jamestown School Improvement Team
  • Religious Education Instructor, Saint Mark Church

Paul lives in Jamestown, RI with his wife, Maureen.

Kris
Kris Sao Bento

Director of Client Services

  • Personal
  • Professional

Master juggler, orchestra conductor, car lover, our resident MacGyver. Rumor has it she might like shoes a little too much.

food and wine icon

4 Things – Travel, wine, food, and dogs.

history buff icon

Fun Fact – Portuguese history buff!

At Eliot Rose, Kris is responsible for all client service related functions.

Experience

  • Over 25 years of experience in client services
  • Expert in financial administration and solving complex logistical challenges

Community Involvement

  • Vice President, Wood Estates North Neighborhood Association
  • Member, Rhode Island Corvette Club

Kris lives in Coventry, RI with her husband, Terry, and son Christian.

Gary Siperstein
Gary Siperstein

Founder and Director of Investment Research

  • Personal
  • Professional

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.

Chess piece icon

Mind games – chess, bridge, and reading gigantic Russian novels.

bicycle icon

Getting outdoors – biking, walking, novice golfer.

Community giving

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

  • Over 40 years of experience in investment management
  • Former Managing Director of boutique investment firm
  • Former Certified Public Accountant, CPA

Community Involvement

  • Past Board Member, The Wheeler School
  • Past Board Member, Temple Torat Yisrael
  • Past Board Member, The Jewish Federation
  • Past Board Member, The Jewish Seniors Agency

Gary spends half the year in Rhode Island and the other half in Florida with his wife, Mynde.

Layla Superstein
Layla Siperstein

Chief Barking Officer

  • Personal
  • Professional
The real boss. Enough said.
tv icon

Favorite TV Channel – Animal Planet (duh!)

dog icon

Sports – Not a big Cardinals fan; she just barks at them.

dog food icon

Favorite Eating Place – The Dog Bowl (open 24 hours!).

Education

  • Proud graduate of Barking Lots.

Experience

  • 4+ years of mailman alerting.
  • Expert snuggler and chaser of squirrels.

Let's schedule a meet and greet and get you on the path to retire confidently.

Schedule here

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  • 1300 Division Rd, Suite 301
    West Warwick, Rhode Island 02893
  • Tel: (401) 588 - 5102
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