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Rose Wealth Management
Finance · Rhode Island, United States · 1-10 Employees
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Overview
Headquarters
1300 Division Rd Ste 301, West Warwick, ...Phone Number
(401) 588-5102Website
www.eliotrose.comRevenue
<$5 MillionIndustry
About Rose Wealth Management
Eliot Rose Wealth Management is a fee-only financial planner based in East Greenwich, RI, specializing in comprehensive financial planning and investment management services for clients approaching or living in retirement. The firm operates under a fiduciary standard, ensuring that clients' interests are prioritized without hidden fees or commissions. With a focus on personalized service, clients work directly with senior team members to navigate critical retirement decisions, including tax strategies, Medicare enrollment, and social security claims. Eliot Rose Wealth Management serves clients both locally and nationwide, providing virtual meetings to accommodate a broader audience.Explore more
Rose Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Rose Wealth Management
<$5M
1-10
Private
-
2002
Gary SipersteinFounder & President, Research, Investments & Portfolio Management
Rose Wealth Management Tech Stack
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Eliot Rose Wealth Management is a fee-only financial planner based in East Greenwich, RI, specializing in comprehensive financial planning and investment management services for clients approaching or living in retirement. The firm operates under a fiduciary standard, ensuring that clients' interests are prioritized without hidden fees or commissio... Read More
