Wealth Management Resources

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

Company overview

Headquarters	28 Cedar Swamp Rd, Smithfield, Rhode Island 02917, US
Phone number	+14013561400
Website	wealthmanagers.com
NAICS	52
SIC	736
Keywords	Retirement Planning, Financial Planning, Investment Management
Founded	1990
Employees	1-10
Socials

Key Contact at Wealth Management Resources

Deborah Palmer

President

Wealth Management Resources Email Formats

Wealth Management Resources uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@wealthmanagers.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@wealthmanagers.com	100%

About Wealth Management Resources

Wealth Management Resources, Inc. was founded with the goal of assisting our clients in many aspects of their financial lives. Serving clients out of our N. Smithfield, RI office, we strive to create financial stability and security to provide financial independence and peace of mind. Since 1994, we’ve evaluated personal investments, retirement income planning, tax reduction techniques, insurance needs, business and estate planning, financing options, cash flow, company benefits and more. We take the time to educate our clients during the financial planning process, giving them the insight and confidence to make their own significant financial decisions. Please visit: https://wealthmanagers.com/important-disclosures/

Wealth Management Resources revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Manager

Employees by Department

Wealth Management Resources has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Wealth Management Resources has never raised funding before.

Wealth Management Resources Tech Stack

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

Modernizr

JavaScript libraries

reCAPTCHA

Security

Ninja Forms

Form builders

Marionette.js

JavaScript frameworks

Underscore.js

JavaScript libraries

Google Maps

Maps

Animate.css

UI frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Frequently asked questions

Wealth Management Resources is located in Greenville, Rhode Island, US.

You can reach Wealth Management Resources at +14013561400.

Wealth Management Resources was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Wealth Management Resources

Deborah Palmer

President

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