Wealth Management Resources

EST. AUM
$385,200,640

CONTACTS
1

CLIENT ACCOUNTS
1,508

Firm Details

Metro area Providence
CRD Number 45452
Website wealthmanagers.com
Client types

Overview

Wealth Management Resources, Inc. was founded with the goal of assisting their clients in many aspects of their financial lives. Serving clients out of their N. Smithfield, RI office, they strive to create financial stability and security to provide financial independence and peace of mind. Member FINRA/SIPC Since 1994, they have evaluated personal investments, retirement income planning, tax reduction techniques, insurance needs, business and estate planning, financing options, cash flow, company benefits and more. They will only consider ETFs and Mutual Funds available on Schwab's OneSource platform. Alex Medici is the point of contact, and prefers emails.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wealth Management Resources

Platform Details

Investment Preferences

Alternative Activity

Address

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