Focused On Your Financial Future
We provide tailored wealth management strategies to support you and your family.
Financial Planning For Your Goals
Strategies that go wherever life takes you
Custom-Tailored Financial Plans
We work with you to make sure that you're always working towards your goals.
We are an independent firm that provides a comprehensive range of personalized investment management and taxation services. We are a registered investment adviser under the Investment Advisers Act of 1940. Our offices are located in Cumberland, RI. We have a nationally diversified clientele that includes individuals, families, corporations, trusts and estates.
No matter how you picture retirement, we'll tailor a strategy suited to your goals.
Creating and effective investment strategy is an ongoing process, and our team is with you every step of the way.
From wealth management to estate concerns, we're ready to help.
In handling taxation matters we strive to uphold the highest standards of technical proficiency.
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M.W. Aragao opened its doors in 2003. Since then, we have made it our mission to put our clients first by offering personalized investment management, wealth planning and tax preparation. These array of services allows us to comprehensively create a plan for the client’s entire financial life. We always endeavor to go above and beyond in helping our clients create this plan and their satisfaction and comfort is our top priority.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
The Rule of 72
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