On the island, not downtown Providence
Newport, Middletown, Portsmouth RI, and Jamestown. Watch Hill and Westerly sit on the Rhode Island coast page. Providence downtown is not the target.
Newport · Middletown · Jamestown
Investment management for Newport and Aquidneck Island.
Newport searches are small and expensive. The households behind “financial advisor Newport RI” usually already have a property, a family story, and enough capital that a model portfolio feels insulting.
The next step is a conversation, not a commitment.
Discovery calls with Rusty are confidential and fiduciary. Bring the questions you have been carrying. We typically work with households that have $1,000,000 or more to invest.