Broker Check

Need to upload documents securely? Click Here ➨  Upload Documents

For the safety of our clients and employees, we encourage all clients to drop off / fax / upload tax information using the "Upload Documents" button on this website.  It would help us very much if you would gather all your tax documents and deliver them to us all at one time 5 days prior to your scheduled meeting.   DROP OFF / MAIL IN DOCUMENTS PREFERRED.

For our investment clients, our team is in the office monitoring your investment accounts, and we are always here for your questions and immediate needs.

We may be reached by phone / text at 401-789-1040 with any questions.

Please note that Joe will use his exclusively this tax season and beyond.  If you have any other email address for Joe please update immediately because messages sent elsewhere will not be received.

Thank you we look forward to seeing you soon!


Tax Planning, Investments, Insurance & Financial Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.



Text the word ACCEPT to 401-789-1040 and you will receive a quick reply.

Monthly Market Commentary

Check out the latest Monthly Market Update to stay up to date on the current market conditions.

Watch Latest Market Commentary