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BSA Wealth Advisors
Tel: 401-285-2859 7 Main Street North Kingstown, RI 02852
Better Strategies Achieving Wealth
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
Firm Start Year:

2004

No. of Employees:

2-4 Employees

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:

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

Qualifications & Memberships
Insurance and Annuity Licenses:

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

Services
Investment Types:

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

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

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

Compensation and Fees
Fee Structure:

Fee-Based

Fee % Based on Assets:

1

Firm Information
Firm's Number of Clients:

250

Firm's Number of Managed Clients:

55

Assets Managed by Firm:

30,000,000

Advisor's Number of Clients:

200

Advisor's Number of Managed Clients:

30

Total Assets Under Management by Advisor:

$20,000,000

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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