KLR Wealth Management, LLC

KLR Wealth Management, LLC As our client’s Personal CFO, we become fully integrated in their financial lives so that we can h

KLR Wealth Management helps clients build, manage and preserve their wealth. Our highly experienced wealth management team serves as your personal CFO. We have experience with estates and trusts, investment advisory, insurance & retirement planning. KLR Wealth Management is comprised of a group of talented professionals who provide comprehensive professional services to successful individuals and

families. We use a consultative process to identify your current financial situation and challenges, and then we work with a team of experts to design solutions to help you achieve your most important goals.

Address

951 North Main Street
Providence, RI
02904

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm

Telephone

+14012742001

Website

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How We Watch Your Money

Wouldn’t it be great to live the life you have envisioned while ensuring that you are making smart decisions about your money? KLR Wealth Management is committed to providing our clients with that peace of mind. Our highly experienced wealth management team serves as your personal CFO and we help individuals and families of all shapes and sizes build, manage and preserve their wealth. We use a systematic consulting process for uncovering your most important goals and for designing and implementing appropriate solutions. Learn more about our consulting process.

Your Personal CFO

Much of our success lies in our ability to work with a variety of individual and family circumstances. We were recently referred to a couple with significant wealth and no children. During our discovery process we determined that they had not done any estate planning because they were stymied over what to do with their money when they are gone and, more importantly, how their five cats would be taken care of when they are no longer here. Learn about how we helped them achieve their goals.

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