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      General Info

      Findeisen Wealth Management Group (FWMG), a comprehensive financial services and wealth management firm, provides fully integrated services with a commitment to building secure, long-term relationships with our clients. We combine a unique blend of knowledge, integrity and passion in our goal to build, manage and preserve the assets of our clients in highly personalized manner.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 401-596-8882

      Fax - 401-596-3913

      Address:
      101 Franklin St Unit 2 Westerly, RI 02891
      Email:

      Other Email:

      Link:

      FindeisenWealth.com

      Categories
      Investments, Financial Services, Investment Advisory Service, Life Insurance, Retirement Planning Services
      Services / Products
      Core Investment & Insurance ManagementReview Goals and ObjectivesRisk Tolerance AnalysisInvestment AnalysisInsurance AnalysisNet-Worth AnalysisCash-Flow AnalysisAsset AllocationPortfolio RebalancingPortfolio PerformanceTax and Cost Basis ReportingFinancial PlanningFinancial Position AnalysisRetirement Need AnalysisDistribution StrategiesEducation Funding StrategiesTax PlanningProtection PlanningEstate PlanningAccount AggregationDocument VaultingComprehensive Wealth ManagementConservation of WealthGifting StrategiesTrust IntegrationCharitable Giving Tax StrategiesExecutive CompensationBusiness PlanningSecurities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. DBA is independent of Parkland Securities, LLC and SPC.
      Brands
      Independent Agents
      Accreditation

      SIPCA

      NAIFA

      FINRA

      Million Dollar Round Table

      AKA

      Branden S. Findeisen

      Scott E. Findeisen

      Data provided by one or more of the following: Thryv, Data Axle, Yext.