Welcome to our website
Committed to delivering world class investment solutions and outstanding customer service, our team represents diverse backgrounds, including credit and analytical experience. Although we are located in Rhode Island, our clients are located across the United States. Motivated by positive impact, we make every effort to foster meaningful relationships and always serve the best interest of our clients and their families.
Our holistic approach to your financial well being involves a comprehensive understanding of your life, ambitions, and any unique circumstances that might influence your investment decisions. Starting with your personal financial goals, we consider your sources of wealth, along with family dynamics and your charitable inclinations. By analyzing what matters in your life - and not just the numbers associated with it - we dedicate our every effort to help you reach your ultimate financial success.
Inspired by legacy, our team endeavors to build and sustain multi-generational relationships founded on trust, transparency, expertise, and respect. Leveraging a long-term disciplined investment approach, we consider how to grow and protect your wealth, as well as determine a targeted plan for your retirement. Designed to adapt to any life changes as they arise, our plan for you is organic, optimized, and always based on your personal objectives.
Maureen serves as past President of the Women’s Association of Financial Advisors (WAFA) at RBC. The WAFA is an RBC Wealth Management-U.S. Employee Resource Group that provides its members with unique communication, as well as business and educational resources. Its mission is to recruit, retain and enhance the productivity of women branch directors and financial advisors. Annually WAFA hosts a conference designed by WAFA members that provides business and professional development sessions. Attendees experience the benefit of developing new relationships with other financial advisors, field management and key subject matter experts. Attendees also report increased productivity as a result of implementing conference learnings.