About Wealth Management Resources, Inc.
Wealth Management Resources, Inc. is an SEC-registered investment advisor (RIA) located in Smithfield, Rhode Island, serving individuals, families, and business owners throughout New England. Founded in 1994, the firm offers comprehensive financial planning, investment management, and retirement planning services. As fiduciary financial planners and investment managers, they are dedicated to providing clear investment processes and guiding clients through personal financial planning to achieve financial stability, security, and peace of mind. The team of experienced financial advisors, including CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, focuses on holistic financial planning to ensure personalized advice tailored to unique goals and circumstances. They also assist with employer-sponsored retirement plans and offer guidance to young investors on topics like 401(k)s and debt management. With a commitment to acting in their clients' best interest at all times, Wealth Management Resources, Inc. helps clients make informed financial decisions for every stage of life, from investment strategies to retirement income planning, tax reduction, and estate planning.
Website: https://wealthmanagers.com/
Founded: 1994
Employees: 9
Office Locations
- Smithfield, RI (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $630.0M
Team Members
- Kevin Worthley, Executive Vice-President, CFP®
- Jeremy Lawton, Financial Advisor, MBA
- Christopher DiPetrillo, CERTIFIED FINANCIAL PLANNER™
- Marissa Duckworth, Office Manager
- Betsy Gabriel, Finance Manager
- Arthur Everly, President Emeritus
- Todd Casazza, President, CFP®
- Scott Everly, Executive Vice-President
- Derek Franco, Client Services Associate