Greenwich Bay Wealth Management

Barrett & Company is a full-service financial planning and investment management firm with over 95 years of experience. We serve individuals and businesses in the Providence, RI area. Our team of experienced professionals can help you with a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. We also offer disability income insurance, life insurance, and long-term-care insurance. To learn more about how we can help you achieve your financial goals, please contact us today. We would be happy to meet with you to discuss your individual needs and objectives.

Waldorf Capital Management, operating under WhaleRock Point Partners LLC, is dedicated to providing tailored financial solutions to private clients and businesses. Located in Providence, RI, the firm specializes in comprehensive retirement solutions and investment insights to meet the unique needs of its clients. With a team of experienced professionals, Waldorf Capital Management prioritizes personalized service and strategic planning to help clients navigate their financial journeys. The firm’s commitment to excellence is evident in its approach to both private and business financial management. Generated from the website