Broker Check

Need to send us documents?  Send us a note and we will reply with a link where you can easily attach documents so you can be sure they reach us safely.


Attention Clients

Our office is open Monday through Friday 9 am to 5 pm. We are currently limiting client contact and accepting your tax information by mail, drop-off, fax, secure upload, or email for preparation of tax returns.  Our lobby services will remain closed but available on a “as needed basis” to accommodate our clients. Clients that need to come in to sign, drop-off items, and various services, may do so by calling us beforehand.

For the safety of our clients and employees, we encourage all our clients to forward their tax information electronically for completion of their tax return. You may fax your tax information to us to 401-789-5262. Also, you may email a member of our team, Emily at or Kathy at They can provide you a link to securely upload your tax documents.

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

We may be reached at 401-789-1040 with any questions.

Please note that Joe has changed his email to . If you have any other email address for him please update immediately! Thank you.

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

Send us documents via our Secure Cloud:

Thank you! Oops!