Business Details
50+ Years
experience
Your Trusted Financial Partner in Westerly, RI
Established in 1975, our firm has dedicated over four decades to providing independent wealth management services rooted in personal relationships and community values. We prioritize client needs through personalized strategies, combining deep industry expertise with a commitment to integrity and ethical standards. Our team of certified professionals holds advanced credentials including CFP, CFA, and CPA designations, ensuring comprehensive financial solutions tailored to individual goals.We specialize in long-term wealth preservation, retirement planning, and legacy development, serving multigenerational families and business owners across Rhode Island and beyond. With a client-first philosophy, we maintain transparency in all interactions, offering no-charge initial consultations to assess compatibility before beginning our collaborative work.
Services
Investment Management
Retirement Planning
Estate Planning
College Planning
Charitable Giving
Business Planning
Risk Management
Tax Planning
Details
- Year established: 1975
Highlights and features
- We offer 40+ years of combined experience in wealth management
- Our team includes CFP, CFA, and CPA certified professionals
- Client-first philosophy with no-charge initial consultations
- Personalized strategies for multigenerational wealth preservation
- Transparent fee structure with ethical investment practices
Associations and certifications
- CERTIFIED FINANCIAL PLANNER Board of Standards
- Chartered Financial Analyst Institute
- American Institute of Certified Public Accountants
What people say
Exceptional personalized service
Deep financial expertise
Transparent communication
Long-term planning focus
Responsive advisors
Services
Investment Management
We develop customized investment strategies aligned with your financial goals and risk tolerance. Our CFA-certified advisors monitor market trends and adjust portfolios to optimize returns while maintaining ethical standards. Clients receive regular performance updates and transparent reporting.
Retirement Planning
Our CFP professionals create comprehensive retirement strategies considering Social Security optimization, tax implications, and income sustainability. We help clients determine appropriate savings rates and withdrawal strategies to ensure long-term financial security.
Estate Planning
We coordinate with legal professionals to establish trusts, wills, and gifting strategies that minimize estate taxes. Our approach ensures smooth asset transfer to beneficiaries while maintaining compliance with current tax regulations.
Tax Planning
Our CPA-certified advisors implement strategies to reduce tax liabilities through proper investment selection and timing of income/expense recognition. We coordinate with external accountants to ensure comprehensive tax-efficient financial planning.
Business Planning
We assist business owners with succession planning, executive compensation structures, and retirement plan implementation. Our services include cash flow analysis and strategies for business growth and personal wealth accumulation.
People
Malcolm Makin
President and CEO
CFP-certified financial advisor with over 30 years of experience in wealth management. Specializes in creating personalized investment strategies while maintaining fiduciary responsibility to clients.
Joanna Valentini
Chief Operating Officer
CPA with expertise in financial operations and regulatory compliance. Oversees day-to-day operations while ensuring adherence to industry standards and client service excellence.
Christopher Wallace
Registered Principal
CFA charterholder managing investment portfolios and providing financial advisory services. Focuses on risk management and asset allocation strategies for high-net-worth clients.
David Aballo
Director of Investments
CFA-certified investment professional with specialization in trading strategies and portfolio optimization. Brings extensive market analysis experience to client investment management.
Bryan Pitney
Financial Advisor
CFP professional assisting clients with retirement planning and wealth preservation strategies. Emphasizes long-term financial security through comprehensive planning approaches.
Questions
What services does Professional Planning Group offer?
We provide investment management, retirement planning, estate planning, tax strategies, business planning, and risk management services tailored to individual client needs.
How does the initial consultation work?
The first meeting lasts 1-2 hours with no charge, allowing us to understand your financial situation and determine if we can effectively meet your needs.
What credentials do your advisors hold?
Our team includes Certified Financial Planners, Chartered Financial Analysts, Certified Public Accountants, and Certified Investment Management Analysts.
Are you registered to work with out-of-state clients?
We serve clients in states where we maintain proper regulatory registrations and comply with applicable jurisdictional requirements.
How are your fees structured?
We use transparent fee structures based on services provided, with details fully disclosed during initial consultations and documented in advisory agreements.
What makes your firm different from others?
Our client-first philosophy, 40+ years of local experience, and team of credentialed professionals create personalized solutions focused on long-term financial success.
