Providence Wealth Management

10 Dorrance Street, Suite 700, Providence, RI 02903 | (800) 231-7414

For over 35 years, Kayne Anderson Rudnick’s wealth management team has been providing customized financial planning and investment solutions. When Richard Kayne, John Anderson, and Allan Rudnick first established our firm, they embedded in our core a commitment to high-quality investments. When you take in our portfolio history and our 97% client retention rate, it’s no surprise that KAR has consistently been ranked among the best wealth management firms by Barron’s Magazine.

 

Working with KAR means having a partner you can trust. Together, we’ll work to achieve your goals, giving you the peace of mind you need to enjoy what matters most: living a happy, meaningful, healthy life with those you love.

 

Our wealth management services include:

Contact our Providence wealth management office to meet with a KAR wealth manager. Our process involves a holistic, comprehensive examination of your particular financial situation and your specific goals. We’ll help you lay a strong foundation for your and your family’s future with a plan that is tailored to you.

 

Let’s get started.

Our staff at Providence Wealth Management

I rode a 2-day, 200-mile bike ride to benefit cancer researchLearn more.

Kevin O'Regan, CFP®, CIMA®

Senior Wealth Advisor
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee