A complete list of active advisors currently associated with Wickford Wealth Management, LLC

Warmer can help you find a great advisor at Wickford Wealth Management, LLC or one who fits your needs even better.

Wickford Wealth Management provides discretionary investment management, financial planning and consulting to individual and high‑net‑worth clients. As of December 31, 2025 the firm reported managing about $71.4 million across 69 client relationships and operates under a disclosed fiduciary framework. The firm implements a core‑and‑satellite approach spanning seven asset classes, typically using low‑cost mutual funds and ETFs while supplementing with individual stocks, bonds or retained legacy positions when appropriate. Its investment process blends fundamental and technical analysis, is primarily long‑term oriented but applies tactical shifts to equity and fixed‑income weightings to manage risk and seek incremental outperformance. Distinctive operational features include an institutional custody arrangement (disclosed relationship with Schwab) that provides software, trading and back‑office support and also generates economic benefits the firm discloses as a potential conflict of interest; the firm otherwise describes itself as fee‑only. The firm permits personal trading by supervised persons under written policies, does not accept proxy‑voting responsibility for client securities, and offers standalone financial planning engagements separate from ongoing asset management.

To learn more about the advisors currently working at Wickford 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.