Descendants Wealth Management of Raymond James is a Providence-based financial advisory firm that specializes in managing and preserving the wealth and legacy of multigenerational families. With a team of experienced professionals, including a Chartered Financial Analyst and a Certified Financial Planner, they provide personalized and holistic financial planning, as well as hands-on investment management. Their customized wealth strategies and dedication to serving every generation ensure that clients receive comprehensive and tailored financial guidance.
From business owners to individuals, families, sudden wealth recipients, women investors, and professionals, Descendants Wealth Management offers guidance on various financial priorities, including retirement planning, cash flow management, and succession planning. With a focus on personal client relationships and a commitment to providing exceptional attention to detail, they strive to be a trusted voice of reason for all important financial matters in their clients' lives.
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