Important Disclosures

Wealth Management Resources, Inc. is a member of FINRA. and is licensed as a Broker / Dealer in the states of (RI) Rhode Island, (MA) Massachusetts, (CT) Connecticut, and (FL) Florida.
Financial planning and investment advisory services are offered through Wealth Management Resources, Inc, an SEC registered investment advisory firm located in the state of Rhode Island. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the states of (RI) Rhode Island, (MA) Massachusetts, (CT) Connecticut, (NH) New Hampshire and (FL) Florida or where otherwise legally permitted under exemption de minimus rules.

Wealth Management Resources, Inc. makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Website or incorporated therein. Such information is provided solely for convenience and all users should be guided accordingly.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s or prospective client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser.

Compliance Documents