A clear investment process combined with 25+ years of experience lead to good investment decisions. As independent Registered Investment Advisors, we have crafted a detailed system to ensure you receive high quality and consistent service for all of your financial planning needs.
Our experienced financial advisors can help you manage your finances, develop a strategy for meeting your goals and guide you through the personal financial planning process.Wealth Management Resources, Inc. was founded in 1994 with the goal of assisting individuals, families, and business owners in and around New England.
Our experienced financial advisors can help you manage your finances, develop a strategy for meeting your goals and guide you through the personal financial planning process.Wealth Management Resources, Inc. was founded in 1994 with the goal of assisting individuals, families, and business owners in and around New England.
Services
Located in Smithfield, RI, Wealth Management Resources, Inc. is an SEC Registered Investment Advisor and a Member of FINRA. We provide financial planning and investment management services to individuals, professionals and companies. We have the knowledge and experience to help you make the right financial decisions at the right time for you and your family.
We understand you're saving for all different life events: retirement, a house or simply to build wealth. We can help!. Let us help you fill critical gaps in funding your long term financial goals while protecting your family from life's risks. Planning for your children's college education today can put you on a great path for success in the future.
Art began his career in the financial services industry in 1977 as an insurance agent for MetLife. In 1985, while serving as Vice President and Trust Officer for the Old Stone Bank, he earned the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). After leaving Old Stone Bank, Art served as the Specialist for Estate and Financial Planning at the Guardian Life Insurance Agency in Rhode Island.
Scott joined the firm in 2015, and is following in his father's footsteps, working alongside Art Everly, who has served the financial planning profession for more than 40 years.
Scott is dedicated and passionate about helping other people and prides himself on taking the time to understand the complex details of each client's situation to help them make the informed decisions to achieve the best possible outcome and realize their personal and financial goals.Scott serves our broker-dealer customers as a Registered Representative and our investment advisory customers as an Investment Advisor Representative.
Scott is dedicated and passionate about helping other people and prides himself on taking the time to understand the complex details of each client's situation to help them make the informed decisions to achieve the best possible outcome and realize their personal and financial goals.Scott serves our broker-dealer customers as a Registered Representative and our investment advisory customers as an Investment Advisor Representative.
Kevin Worthley is a CERTIFIED FINANCIAL PLANNER practitioner. He graduated from the University of Miami with a BA in Economics. Kevin provides full service financial planning services to individuals and small business owners. He also has extensive experience and expertise in college financial planning, helping clients with concerns of how to pay college costs for their children.
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