VETTED

LUTCF®
BSA Wealth Advisors
Tel: 401-285-2859 7 Main Street North Kingstown, RI 02852
Better Strategies Achieving Wealth
About BSA Wealth Advisors
From focusing on independent and objective advice, Beren has earned his reputation over the past 20 years by providing clients the unbiased engagement that they deserve. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
About BSA Wealth Advisors
As your financial planner, it's our fiducial responsibility to ensure the advice presented is in your best interest, and it supports decisions that protect your family, businesses, and investments. Recognizing that each client has individual needs, BSA Wealth is dedicated to understanding and appreciating each client's situation before making recommendations. We believe in educating clients and work diligently to help develop achievable goals, understand financial choices and portfolios, and implement strategies that assist clients in attaining their personal plans. As an independent financial advisory firm, we do not receive financial incentives for using any investment over another, so we are able to tailor advice so it will always be in the best interest of each client. If these attributes are ones, you feel are important to building a relationship, then we are looking forward to using our experience to help you pursue your financial goals.
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General Information
Name of Broker/Dealer:

PlanMember Securities Corporation

States Licensed in:

RI, MA, CT, FL, NY

Communities served:

Our firm provides financial planning services to all of Rhode Island, Connecticut, and Massachusetts as well as being available to provide service for most any business or individual in the United States.

Number of Years with Current Firm:

1

Work with the following types of clients:

Businesses, Individual Investors

Foreign Languages Serviced:

Spanish

Advisory Services Provided:

Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts

Qualifications & Memberships
Insurance and Annuity Licenses:

Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Services
Investment Types:

Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks

Can meet clients in the following ways:

Your Office, Email, Phone, Our Office, Video Conference, Your Home

Compensation and Fees
Fee Structure:

Fee-Based

Fee % Based on Assets:

1

Firm Information
Advisor's Number of Clients:

200

Advisor's Number of Managed Clients:

30

Total Assets Under Management by Advisor:

$20,000,000

Preferred meeting methods
I provide a free initial consultation:

Yes

Education
BS in Management - Resource Management:
Universtity of Vermont - Burlington, VT
09/1988 - 05/1992
20 Years of Experience
Compliance
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
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