Wealth Management Resources, Inc.
Wealth Management Resources, Inc. is an independent Registered Investment Adviser headquartered in North Kingstown, Rhode Island. Founded in 1997, the firm provides comprehensive wealth management, financial planning, and investment advisory services to individuals, families, and small businesses. They focus on holistic financial solutions tailored for long-term goals, serving clients across Rhode Island and beyond. The firm employs approximately 8-15 professionals, including advisors and support staff.
Investment Strategy
Wealth Management Resources, Inc. focuses on a client-centered approach by offering personalized investment strategies, which typically involve diversified portfolios created with a mix of equities, fixed income, and alternative investments tailored to individual risk tolerance and financial goals. As a fiduciary, they emphasize objective advice, long-term wealth preservation, and disciplined asset allocation, with regular portfolio monitoring and adjustments to adapt to changing market conditions and client needs.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPHQ | INVESCO EXCHANGE TRADED FD T | 12.53% | $38.7M | 528,305 | $61.80 | $73.29 | +$1.8M |
F FBND | FIDELITY MERRIMACK STR TR | 10.68% | $33.0M | 713,610 | $46.74 | $46.24 | +$1.5M |
S SPYG | SPDR SERIES TRUST | 10.35% | $32.0M | 306,114 | $74.02 | $104.51 | +$3.2M |
I IEF | ISHARES TR | 9.30% | $28.8M | 298,096 | $94.95 | $96.46 | +$773.6K |
S SCHD | SCHWAB STRATEGIC TR | 8.40% | $26.0M | 951,194 | $26.22 | $27.30 | +$945.0K |