Professional. Personal.
All About You.

We began in 1975 with a dream and a vision.

We began in 1975 with a dream and a vision. The dream was to establish an independent wealth management firm in the historic New England town of Westerly, Rhode Island – a wonderful place to live, work and raise a family. Believing in the richness of community, we could form personal relationships where the needs and interests of our clients would always come first.

Years of Experience

Thoughtful & Professional

Malcolm Makin, CFP®
Joanna Valentini, CPA*
Michael Dembro
Daniel Makin, CFP®, CIMA®
Christopher Wallace, CFA
Peter Wallace
Eileen Esposito, MBA
Patrick Connelly
Lee-Ann Kozora
Jennifer Redmond
Andrea Spieth
Shawna Bernard
Melissa Silva
Harrison McCormick
Shannon Haeseler
Jonathan Makin
Tina McCabe

We are committed to you and your family

Why Us?

Our Client First Philosophy: We listen, we understand and we develop strategies that put you first.

Who We Serve

We are committed to you, believing in you as an individual,
treating you as an equal and always putting you first.

Let us put our more than 40 years
of financial industry experience to work for you

Personalized Wealth Management Plans for You