Welcome to Decisive Wealth Management, where we strive to fulfill our clients' personal goals and financial dreams. We encourage you to explore our site and get to know us. Because all of our clients are unique, our practice specializes in building a plan customized to each investor. We take into account each investor's profile, risk tolerance, and time horizon.
We gather and analyze data such as budget worksheets and financial statements. The attention to detail and personalized service that we offer sets us apart from other advisors and larger financial institutions. Because we encourage a partnership with our clients, we understand their needs and can make a meaningful difference in the long-term process of building and protecting wealth.
We gather and analyze data such as budget worksheets and financial statements. The attention to detail and personalized service that we offer sets us apart from other advisors and larger financial institutions. Because we encourage a partnership with our clients, we understand their needs and can make a meaningful difference in the long-term process of building and protecting wealth.
Services
Todd is a Financial Advisor and is President at Decisive Wealth Management. He is a native Rhode Islander and continues to live in the Ocean State with his wife, Kim, and daughter, Madeleine. With more than 28 years of experience in the financial services industry, Todd started his career with John Hancock as a Life Insurance Agent.
We've been helping clients in the greater (town/city/region) area prepare for their financial future since (year). Like them, you can benefit from our expertise in creating a fully integrated, comprehensive plan that helps you pursue your life goals. As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you.
Our goals are to help protect and maintain the quality of your financial life and legacy. Our team is dedicated to providing you with the expertise, sound judgment, personalized service, and comfort level you need to confidently pursue your financial goals.
As Investment Adviser Representatives of Commonwealth Financial Network(R), the advisors at Decisive Wealth Management create, implement, and monitor customized financial plans designed to help individuals and families pursue their financial goals.We assess and analyze your complete financial picture to ensure that your strategy reflects your values, risk tolerance, and ultimate life objectives.
As Investment Adviser Representatives of Commonwealth Financial Network(R), the advisors at Decisive Wealth Management create, implement, and monitor customized financial plans designed to help individuals and families pursue their financial goals.We assess and analyze your complete financial picture to ensure that your strategy reflects your values, risk tolerance, and ultimate life objectives.
Preferred Portfolio Services(R) (PPS) is a fee-based managed account platform which utilizes load-waived and no-load mutual funds, exchange-traded funds, and individual stocks and bonds. It allows your financial advisor ultimate flexibility in making the world of investment products available to the investor in the most cost effective way.
When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool. After the historic Obergefell decision, it's important for LGBTQ+ couples to comprehensively review their estate plan. When it comes to the amount of your social security benefits, you have a choice in the matter.
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