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1 State Street, Suite 100
Providence, RI 02908-5035

Monday-Friday: 8am – 5pm
Saturday & Sunday: By Appointment

Phone: 401-228-8800
Fax: 800-733-3818

Contact Us

Providence is that rare blend of small-town New England values and neighborliness along with refinement and urbanity. The capital city of Rhode Island has something for everyone; a vibrant arts scene comprised of film festivals, museum showcases, concerts and plays; ethnic and cultural diversity; world-class restaurants; the renowned Ivy League Brown University; and so much more.

Providence is also awash in history. Visitors and locals alike enjoy historic walking tours of the city’s neighborhoods including but not limited to Downtown, the Jewelry District, East Side, West Side, and Wayland Square. And yet this barely scratches the surface of Providence’s historic significance.

Howard Phillips "H.P." Lovecraft, the famous supernatural horror fiction writer, was the Native Son of the East Side of Providence. He also was a gifted poet, letter writer, and journalist.

With so much to do and see, Providence is a wonderful place to live and work. It’s why we decided to expand to the region.

Strategies for Wealth is proud to help area business owners, families and professionals understand the importance of financial balance through insurance protection and wealth management.

Our team of trustworthy and knowledgeable financial advisors, wealth management professionals, insurance agents, and business planning specialists is ready to sit with you to discuss your short-term and long-term goals. Are you changing jobs and need 401K rollover guidance? Are you interested in a business valuation? Are you starting a family and looking to get a better handle on how to protect your loved ones? Strategies for Wealth professionals evaluate your unique circumstances and recommend approaches that seek to limit financial risk, protect your assets, and highlight growth opportunities.

Strategies for Wealth values community service and has formed relationships with tremendous Providence organizations like House of Hope and The Natasha Love Foundation. Visit our Community Involvement page for a current list of partnerships.

To learn more, please email or call us at or 401-228-8800.

Contact our Providence team

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