We began in 1975 with a dream and a vision. The dream was to establish an independent wealth management firm in the historic New England town of Westerly, Rhode Island - a wonderful place to live, work and raise a family. Believing in the richness of community, we could form personal relationships where the needs and interests of our clients would always come first.
The vision was to create a firm of the highest caliber, working to maintain a level of expertise that is among the top in the industry. Our knowledge, professionalism and personal relationships would allow us to serve well. We are proud that Professional Planning Group is now an independent Registered Investment Advisory firm, working with clients throughout Rhode Island, Connecticut, and surrounding areas.
The vision was to create a firm of the highest caliber, working to maintain a level of expertise that is among the top in the industry. Our knowledge, professionalism and personal relationships would allow us to serve well. We are proud that Professional Planning Group is now an independent Registered Investment Advisory firm, working with clients throughout Rhode Island, Connecticut, and surrounding areas.
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Our team members have more than 200 years of combined financial industry experience and have earned many professional credentials, including CERTIFIED FINANCIAL PLANNER, Chartered Financial Analyst, Certified Investment Management Analyst, Certified Public Accountant and Ph.
D. They put their financial knowledge and capabilities to work every day addressing the essential financial matters of our clients, from managing and preserving wealth to leaving a legacy.Above all, we have built our practice and reputation on always acting in the best interest of our clients, and hold ourselves to the highest standards of service, integrity and ethics.
D. They put their financial knowledge and capabilities to work every day addressing the essential financial matters of our clients, from managing and preserving wealth to leaving a legacy.Above all, we have built our practice and reputation on always acting in the best interest of our clients, and hold ourselves to the highest standards of service, integrity and ethics.
Our "Client First" commitment means that what is important to you - is equally important to us. We frequently say our clients' interests come first. This is so much more than a catchy slogan or cliche; it is the lifeblood that flows through the core of all our relationships.
You come first - whether developing a portfolio uniquely designed to meet your goals, trying to get the most out of your 401(k) plan or personal investments, or trying to fund your children's or grandchildren's education - we listen, we understand and we develop strategies that put you first.The result is a long-term dependable relationship built on trust and confidence.
You come first - whether developing a portfolio uniquely designed to meet your goals, trying to get the most out of your 401(k) plan or personal investments, or trying to fund your children's or grandchildren's education - we listen, we understand and we develop strategies that put you first.The result is a long-term dependable relationship built on trust and confidence.
Your financial life is complicated and ever changing. Through the full spectrum of financial services we offer, we can help you plan not only for your wide range of needs, but the long succession of significant events that will span your life. We believe the formula for investment management should include the key components of thorough research, long-term planning, an understanding of current events, and a disciplined, well-managed relationship.
The 3-story, 22 room home that now serves as our office was originally built in 1914 by Dr. John Champlin, a prominent and highly regarded physician in Westerly and throughout the State of Rhode Island. The Champlin family has been identified with the history of Rhode Island and can trace their roots back eight generations to the emigrant ancestor, Jeffrey Champlin who was born in 1621 and lived in Newport.
A new client relationship is taken on with great pride when we are personally recommended by our existing clients or other professional partners with whom we collaborate. If you wish to recommend us, we personally thank you and want you to know we will treat your request and any information provided with the urgency and discretion it deserves.
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