KLR Wealth Management

Klr Wealth Management

Financial Services, 951 N Main St, Providence, Rhode Island, 02904, United States, 1-10 Employees

klrwealth.com

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phone no Phone Number: 88********

Who is KLR WEALTH MANAGEMENT

KLR Wealth Management, LLC is KLR's solution to help clients build, manage and preserve their wealth. The highly- experienced wealth management team serves as your personal CFO. KLR Wealt...

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  • 951 N Main St, Providence, Rhode Island, 02904, United States Headquarters: 951 N Main St, Providence, Rhode Island, 02904, United States
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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KLR Wealth Management Org Chart and Mapping

Employees

Michael Trotter

Chief Investment Officer

Michael McIntosh

Director of Investment Strategy

Craig Dumas

Chief Compliance Officer

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Frequently Asked Questions Regarding KLR Wealth Management

Answer: KLR Wealth Management's headquarters are located at 951 N Main St, Providence, Rhode Island, 02904, United States

Answer: KLR Wealth Management's phone number is 88********

Answer: KLR Wealth Management's official website is https://klrwealth.com

Answer: KLR Wealth Management's revenue is $5 Million to $10 Million

Answer: KLR Wealth Management's SIC: 6282

Answer: KLR Wealth Management has 1-10 employees

Answer: KLR Wealth Management is in Financial Services

Answer: KLR Wealth Management contact info: Phone number: 88******** Website: https://klrwealth.com

Answer: KLR Wealth Management, LLC is KLR's solution to help clients build, manage and preserve their wealth. The highly- experienced wealth management team serves as your personal CFO. KLR Wealth Management is comprised of a group of talented professionals who provide comprehensive professional services to successful individuals and families. Our first step in managing your wealth is getting to know you - your goals are our goals. We use a consultative process to identify your current financial situation and challenges, and then we work with a team of experts to design solutions to help you achieve your most important goals. We can tell you many different ways in which we can help you but our clients say it best.... My experience with KLR Wealth Management was exceptional. They took the time to really get to know me and helped me figure out what made the most sense for my life and my goals without making the process feel scary or overwhelming. They were with me every step of the way. -Mona Sigal "It was very nice to meet with you today and initiate long overdue financial planning. Your straight forward, 'take charge' approach is a welcome change from my past encounters with financial experts and advisors." -Peter

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