Russell Winthrop, Aif Email & Phone Number

Investments, tax planning, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. I am in the business of helping my clients persue all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. My approach strives to help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are: College planning Retirement planning Investment portfolio analysis Corporate 401(k), Retirement Plan & Investment ManagementInsurance PlanningIf this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.Investment advisory services offered through Wealthcare Investment Partners, LLC ("WCIP"). Securities offered through Private Client Services, LLC ("PCS"). WCIP and PCS are not affiliated. WCIP provides investment advisory and related services for clients nationally. WCIP will maintain all applicable registration and licenses as required by the various states in which WCIP conducts business, as applicable. WCIP renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. I am registered to transact business with individuals in the following states: FL,GA,MA,NJ,OH,PA,RI

Listed skills include Financial Planning, Investment Planning, Insurance Planning, Iras, and 16 others.

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  Rhode Island College

  Business Administration And Management, General