A complete list of active advisors currently associated with Eliot Rose Wealth Management, LLC
Warmer can help you find a great advisor at Eliot Rose Wealth Management, LLC or one who fits your needs even better.
Eliot Rose Wealth Management serves individuals approaching retirement, current retirees, and families focused on legacy planning, offering comprehensive financial planning and discretionary asset management. The firm structures client relationships around a planning-first process that leads into portfolio implementation across equities, fixed income, mutual funds, ETFs, and interval funds. Investment decisions are personalized from the financial plan and executed through diversified, strategic asset allocation with attention to asymmetric risk profiles, ongoing monitoring, and periodic rebalancing. The firm integrates third‑party service providers (including AdvicePay for planning payments) and discloses that some vendors use artificial intelligence and machine learning components, which the firm periodically reviews for controls and data accuracy. Compared with peers, Eliot Rose notes the use of client testimonials in its advertising, an uncommon practice among similar supported firms. It also emphasizes a specific “leap year” focus on clients within roughly 12 months of retirement, maintains a typical account minimum of $1,000,000, and incorporates interval funds and formal oversight of AI‑enabled providers into its operating model.
To learn more about the advisors currently working at Eliot Rose Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Providence, RI
| 14
|
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