Wickford Wealth Management

At Wickford Wealth Management, we believe that retirement should be a time of fulfillment and satisfaction. We are a fee-only, fiduciary, and independent financial advisory firm dedicated to creating customized financial plans and investment portfolios designed to help our clients, primarily those approaching or entering retirement, achieve their unique financial goals. Based in North Kingstown, Rhode Island, we serve a select group of clients across the state and beyond, fostering long-term relationships built on trust, transparency, and personalized guidance.

Our Commitment to You

Our founder, Joseph Kolb, is a CERTIFIED FINANCIAL PLANNER professional with over a decade of experience in the financial services industry. His military upbringing instilled in him a strong sense of duty and integrity, values that are deeply reflected in his approach to financial advising. As a fiduciary, Joseph is legally obligated to put your best interests first in every decision. He does not accept commissions, ensuring that his recommendations are always unbiased and solely focused on your financial well-being.

Getting to Know Joseph Kolb

Joseph's passion for financial planning stems from a desire to help individuals and families navigate the complexities of financial security, particularly during the crucial transition into retirement. He earned his bachelor's degree in Business Studies from Southern New Hampshire University and completed the rigorous CFP certification program at Bryant University. Prior to founding Wickford Wealth Management, Joseph gained valuable experience at a large registered investment advisory firm, honing his skills and understanding of the industry. Today, he draws on this extensive background to provide his clients with comprehensive and personalized financial guidance.

Finding the Right Fit

We understand that choosing a financial advisor is a significant decision. If you are seeking a partner who will work alongside you to develop a clear roadmap for your financial future and provide dedicated support throughout your retirement journey, then Wickford Wealth Management may be the right fit for you.

Our Services

Wickford Wealth Management provides a wide range of services tailored to the unique needs of our clients. We begin with an in-depth consultation to understand your financial goals, risk tolerance, and time horizons. Based on this assessment, we develop a personalized financial plan that includes:

• Retirement Planning: We help you project your retirement income needs, determine the appropriate asset allocation for your portfolio, and create a strategy for maximizing your retirement savings.

• Investment Management: We construct diversified investment portfolios designed to meet your specific goals and risk tolerance. We actively manage your investments, making adjustments as necessary to ensure you stay on track.

• Financial Planning: We provide comprehensive financial planning advice covering a range of topics, including retirement income planning, estate planning, tax planning, insurance analysis, and education funding. We work with you to make informed financial decisions that align with your values and aspirations.

• Ongoing Support: We believe in building lasting relationships with our clients. We are available to answer your questions, provide guidance, and make adjustments to your plan as your circumstances change.

We understand that your retirement is a significant milestone. At Wickford Wealth Management, we are committed to being your trusted partner, providing the expertise and personalized guidance you need to achieve a fulfilling and secure retirement.