Apella’s team in Providence offers deep financial advisory expertise, along with a sophisticated approach to tax and estate planning issues and investment management, that translates into an exceptional foundation for holistic planning. We build lasting relationships by offering objective advice and best-in-breed, comprehensive wealth management solutions.

We’ve been serving families and business owners in Southern New England as part of Apella since 2017. Today, we tap into Apella’s vast resources, investment research, and educational tools to deliver a superlative level of fully-customized service.


 

As stewards of your financial future, we can prepare you for life’s financial challenges and deal with the complex issues that arise as a part of owning significant assets. Our investment, estate, insurance, and business and tax planning specialists can provide a breadth of expertise and resources that can be deployed to serve any client.

Regardless of whether you’re just beginning your personal financial journey, or you’re seeking help with more intricate planning and investment needs, we’re committed to putting our collective knowledge and experience to work for you.