Business Details
32 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Wealth Management Resources was founded in 1994 with a mission to assist individuals, families, and business owners in achieving financial stability and security. Our team of experienced financial advisors operates as a fiduciary, prioritizing client interests through personalized financial planning and investment management services. With over 30 years of combined expertise, we specialize in retirement planning, estate planning, tax reduction strategies, and employer-sponsored retirement plans. Our independent Registered Investment Advisor status allows us to offer unbiased advice tailored to each client's unique circumstances. We emphasize holistic financial planning, ensuring our clients receive consistent, high-quality service across all stages of life.Our commitment to education empowers clients to make informed financial decisions while maintaining transparency and ethical standards. Located in Smithfield, Rhode Island, we serve clients throughout New England with a focus on creating long-term financial independence and peace of mind. Our structured investment process combines asset allocation, diversification, and continuous portfolio management to optimize returns while minimizing risk. We maintain rigorous compliance with regulatory standards and industry best practices to ensure client trust and satisfaction. Through quarterly reporting and regular meetings, we provide ongoing support to help clients adapt to changing financial landscapes and life circumstances.
Services
Financial Planning
Retirement Planning
Estate Planning
Insurance Planning
College Savings
Employer Retirement Plans
Details
- Year established: 1994
Highlights and features
- We have over 30 years of experience providing expert financial advice.
- Our team operates as fiduciaries, always acting in your best interest.
- We create personalized financial plans tailored to your unique circumstances.
- We offer holistic financial planning covering all life stages and needs.
- Our advisors hold prestigious certifications including CFP and CLU designations.
Associations and certifications
- SEC Registered Investment Advisor
- CERTIFIED FINANCIAL PLANNER
Services
Financial Planning
Our comprehensive financial planning service creates customized strategies for individuals and families. We analyze your current financial situation, identify long-term goals, and develop actionable plans for wealth accumulation, tax optimization, and risk management. With personalized guidance from our certified advisors, clients gain clarity and confidence in their financial decisions while maintaining flexibility for life's changing circumstances.
Retirement Planning
We specialize in creating retirement strategies that ensure financial security during your post-work years. Our approach considers Social Security optimization, tax-efficient withdrawals, and sustainable income streams. We help clients determine appropriate savings targets, select suitable investment vehicles, and implement tax-advantaged strategies to build confidence in their retirement readiness through personalized planning and ongoing adjustments.
Estate Planning
Our estate planning service helps protect and transfer wealth efficiently to future generations. We coordinate with legal professionals to establish wills, trusts, and advanced directives while minimizing estate taxes. Through strategic gifting strategies and beneficiary designations, clients ensure their assets are distributed according to their wishes while maintaining compliance with evolving tax regulations and family needs.
Investment Management
We provide active investment management using a disciplined approach focused on asset allocation and diversification. Our team selects quality fund families and managers to build customized portfolios aligned with risk tolerance and financial goals. Through continuous monitoring and rebalancing, we maintain optimal portfolio positioning while emphasizing tax efficiency and cost-effective solutions for long-term growth.
Employer Retirement Plans
We help businesses implement and manage employer-sponsored retirement plans that attract talent and support employee financial wellness. Our services include plan selection, investment options analysis, compliance monitoring, and employee education programs. We work with companies to establish tax-advantaged retirement solutions that benefit both employers and employees while meeting regulatory requirements.
People
Arthur Everly
President Emeritus
With extensive experience in financial services, Arthur Everly provides strategic leadership as President Emeritus. His career spans decades of helping clients achieve financial security through personalized planning and investment strategies.
Todd Casazza
President
As President and CFP professional, Todd Casazza oversees firm operations and client services. He specializes in developing comprehensive financial strategies that address clients' evolving needs across different life stages.
Scott Everly
Executive Vice-President
Scott Everly brings deep financial expertise to his role as Executive Vice-President. He focuses on creating tailored investment solutions and retirement strategies that align with clients' long-term objectives.
Kevin Worthley
Executive Vice-President
Kevin Worthley, a CFP professional, specializes in financial planning and investment management. He helps clients navigate complex financial decisions with clear, actionable strategies tailored to their unique circumstances.
Christopher DiPetrillo
CERTIFIED FINANCIAL PLANNER
Christopher DiPetrillo provides expert financial planning services as a CERTIFIED FINANCIAL PLANNER. He focuses on helping clients achieve their financial goals through comprehensive, evidence-based planning strategies.
Questions
What services does Wealth Management Resources offer?
We provide financial planning, investment management, retirement planning, estate planning, insurance planning, and employer-sponsored retirement plan services.
Are you fiduciary financial advisors?
Yes, we operate as fiduciaries and always act in our clients' best interests.
How long have you been in business?
We've been serving clients since our founding in 1994 with over 30 years of combined experience.
Do you work with young investors?
Yes, we help young investors with 401(k) management, debt reduction, and early investment strategies.
What areas do you serve?
We primarily serve clients in New England from our Smithfield, Rhode Island office.
How are investment decisions made?
Our investment process focuses on asset allocation, diversification, and continuous portfolio management tailored to individual goals.
