- Tax PlanningProactive management of your account: We can also bring investment and tax planning opportunities to your attention, based on the knowledge we have of your financial plan and goals. Furthermore, we help you manage your expectations by explaining the rewards and risks of different investments.
- Tax Services
- Capital Gains TaxesIt’s common to forget about capital gains when our investments are doing well. But when we sell an asset or investment for a profit, that profit is subject to capital gains tax. While there are many variables on how much your capital gains tax rate could be, there are some basic strategies you can explore to help minimize the amount of capital gains you ultimately pay. Let’s dive in. Read more
- Investment ManagementWe are an independent investment manager and only work with products and funds that we think are best for our clients. Our investment philosophy is founded on several core principles: Asset Allocation, Diversification, the Use of Quality Fund Families/Managers, and Continuous Portfolio Management.
- Wealth ManagementWealth Management Resources, Inc. makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated therein. Such information is provided solely for convenience and all users should be guided accordingly. The information provided on this website is not intended to provide any tax or legal advice.
- Accounting ServicesBetsy joined the firm in 2014 with a strong background in auditing and office management. She quickly integrated herself in the firm and handles client services, operational bookkeeping, and records management. She also works on compliance and regulatory projects.
- Payroll Services
- Bookkeeping Services
- Financial PlanningArt began his career in the financial services industry in 1977 as an insurance agent for MetLife®. In 1985, while serving as Vice President and Trust Officer for the Old Stone Bank, he earned the designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). After leaving Old Stone Bank, Art served as the Specialist for Estate and Financial Planning at the Guardian Life Insurance Agency in Rhode Island.
- Retirement PlanningWe can help you to develop a strategy and bring order to the chaos of retirement planning. The information and support you need to make informed decisions that are right for you are right here waiting for you. All you need to do is ask.
- Long Term Care
- Asset ManagementHelp developing an asset allocation strategy: We will help you develop a proper asset allocation strategy. Once you’ve worked with us to determine your risk tolerance, we can help you allocate your money based on a mix of asset classes with appropriate levels of risks that fit your time horizon and comfort level.
- College FundingFrom 2001 to 2019, he wrote a bi-weekly personal finance column for the Newport Daily News in Newport, RI as well as many articles for national publications such as Physicians Financial News and Stocks, Futures and Options. Kevin has been interviewed on national media (such as Fox Business News ) on issues regarding divorce finances and college planning.