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:
- Investment Advisory
- Retirement, Tax, and Charitable Planning
- Asset, Liability, and Cash Flow Analysis
- Risk Mitigation
- Estate Review
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.