Harkins Wealth Management

Harkins Wealth Management is a fee-only fiduciary financial planning firm based in Providence, Rhode Island. They specialize in Socially Responsible Investing (SRI) and offer a range of services including financial planning, investment management, cash flow planning, retirement income strategies, insurance analysis, tax planning, and estate planning. Harkins Wealth Management is committed to transparency, confidentiality, and aligning investments with clients' values. They are an independent firm that partners with Commonwealth Financial Network, a Registered Investment Adviser.

The company emphasizes a personalized approach, recognizing the unique needs and goals of each client. They believe in building relationships and providing support that goes beyond financial advice, incorporating clients' values and priorities into their financial plans. They offer a team of experienced professionals who are passionate about helping clients achieve their financial goals and make a positive impact on the world through their investments.

Harkins Wealth Management offers a comprehensive retirement plan managed by the Commonwealth Financial Network. This plan provides employees with access to a team of experienced professionals who can guide them through important decisions related to their retirement savings. The company's partnership with Commonwealth Financial Network ensures employees have access to a wide range of resources and expertise to help them plan for a secure and comfortable retirement.

Harkins Wealth Management is an independent, fee-only financial planning firm based in Providence, RI. They are dedicated to creating financial plans that align with their clients' values, particularly focusing on socially responsible investing (SRI). They believe in transparency, confidentiality, and putting client needs first as fiduciaries. Harkins Wealth Management aims to help individuals and families achieve their financial goals while making a positive impact on the world.

Harkins Wealth Management promotes a culture of integrity, transparency, and confidentiality, placing high value on personalized support and client relationships built on trust. Their commitment to social responsibility is evident in their specialization in Socially Responsible Investing, aligning client investments with their values for positive change. The company emphasizes a collaborative approach with a dedicated team of financial planners who act as fiduciaries, prioritizing client needs and providing highly personalized support.

Harkins Wealth Management emphasizes diversity and inclusivity as core values, evident in their commitment to Socially Responsible Investing (SRI). They believe in supporting positive change in the world, and this translates to their commitment to serving clients from diverse backgrounds. This dedication is reflected in their team's composition and the services offered, including specialized expertise in SRI, which allows clients to align their investments with their values.