Skip to main content

Site Navigation

Site Search

Wealth Management

All your life you have worked hard to achieve the things that are important to you and your family. How do you preserve what you have worked so hard to achieve?

With KLR Wealth, you get a team that’s as dedicated to your success as you are. Working as your Personal CFO, or alongside the rest of your advisory team, we strive to achieve the results you expect … building and enhancing your wealth.

When questions come up or your situation changes, rest assured that a member of the KLR Wealth team is always ready to provide assistance.

Our wealth and advisory services include:

  • Personal CFO/ Financial Planning
    • Asset protection and insurance planning
    • Education planning
    • Income distribution planning
    • Investments
    • Retirement planning
    • Tax planning
  • Investment Advisory Services
    • Asset allocation strategy
    • Portfolio management
    • Investor education
    • Evaluate investments
    • ESG Investing
  • Tax & Estate Planning
    • Tax planning & preparation
    • Plan to accomplish personal goals
    • Liaison with clients’ other advisors
  • Charitable Giving
    • Private foundations
    • Donor-advised funds
  • Second Opinion Service
    • Review your current strategy
    • Evaluate your specific situation
    • Make recommendations based on your needs
  • Insurance Solutions
    • Life insurance
    • Annuities
    • Long-term care
    • Disability income

Keeping you informed is a top priority for us. Sign up for our quarterly Wealth Management newsletter.

Advisory Services offered through KLR Investment Advisors, LLC, a State registered Investment Advisor. Insurance services offered through KLR Insurance Advisors, LLC. 951 North Main Street Providence, RI 02904

KLR Wealth Management, LLC is a sister company of KLR, a Top 100 firm in the country and one of the largest professional service providers in New England serving individuals and businesses with diverse needs across a spectrum of industries.

Ready to talk? Connect with us today.