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How We Work

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.

Retire Your Way

Retire Your Way

No matter how you picture retirement, we'll tailor a strategy suited to your goals.

Investment Management

Creating and effective investment strategy is an ongoing process, and our team is with you every step of the way.

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Wealth Planning

From wealth management to estate concerns, we're ready to help.

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Tax Preparation

In handling taxation matters we strive to uphold the highest standards of technical proficiency.

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Our Story

Our Story

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. 

Download "Retire Happy," Our Free Ebook!

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."

<p>The Fed and How It Got That Way</p>

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
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<p>What Is a 1035 Exchange?</p>

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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