Eliot Rose Wealth Management

Financial Services • West Warwick, Rhode Island, United States • 1-10 Employees

Company overview

Headquarters	1300 Division Rd, Suite 301, West Warwick, Rhode Island 02893, US
Phone number	+14015885102
Website	eliotrose.com
NAICS	52
SIC	874
Keywords	Tax Planning, Retirement Planning, Estate Planning, Fee-Only, Investment Management
Founded	2002
Employees	1-10
Socials

Key Contact at Eliot Rose Wealth Management

Jason Siperstein

President

About Eliot Rose Wealth Management

At Eliot Rose Wealth Management, we're passionate about helping you achieve a worry-free retirement. As the only financial planning firm in Rhode Island that focuses exclusively on retirement planning, we offer personalized financial, tax, and investment management services. Our fee-only, fiduciary approach ensures your best interests come first. We serve clients nationwide through convenient virtual meetings, bringing expert advice right to your home.

Eliot Rose Wealth Management revenue & valuation

Annual revenue	$6,919,271
Revenue per employee	$1,730,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$22,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Eliot Rose Wealth Management has never raised funding before.

Eliot Rose Wealth Management Tech Stack

Discover the technologies and tools that power Eliot Rose Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Astra

WordPress themes

ElementsKit

WordPress plugins

Elementor Header & Footer Builder

WordPress plugins

Site Kit

Analytics

Swiper

JavaScript libraries

Hotjar

Analytics

Google Maps

Maps

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

Frequently asked questions

Eliot Rose Wealth Management is located in West Warwick, Rhode Island, US.

You can reach Eliot Rose Wealth Management at +14015885102.

Eliot Rose Wealth Management was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Eliot Rose Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Eliot Rose Wealth Management

Jason Siperstein

President

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