Ouellette Wealth Management Group

Founded in 1989, Riverside Partners is private equity firm that provides a variety of investment solutions for the health care and technology industries throughout North America. It focuses on founder- and family-owned companies with revenues up to $200 million. The company specializes in the areas of transaction customization, financial security, asset valuation, growth acceleration and liquidity management. It provides investment in biopharmaceutical, medical devices, dental products, diagnostics, semiconductor equipment, industrial communication, wireless components, and medical and analytical instrumentation manufacturing companies. The company has partnerships with intermediaries and investment banks. Riverside Partners clients include HealthDrive, Alteris, Maxvision, J-Pac, Quantum, Rudolph Technologies and Tegra Medical.

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website