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Wealth Management Resources, Inc. Employee Directory

Financial ServicesRhode Island, United States2-10 Employees

Wealth Management Resources, Inc. is a financial services firm based in Smithfield, Rhode Island, offering services that address a range of personal and small-business financial needs. Since its founding in 1994, the company has focused on helping clients achieve financial stability and independence by evaluating investments, retirement income planning, tax strategies, insurance needs, estate and business planning, debt and cash flow management, and employee benefits. Its approach emphasizes educating clients throughout the financial planning process to support informed decision-making. The organization operates from a small team and serves individuals and businesses seeking a comprehensive, integrative approach to managing finances. In early 2024 the company was noted for making an investment related to exchange-traded products, reflecting its active engagement in financial markets.

Find Wealth Management Resources, Inc. employees' phone numbers or email addresses

Wealth Management Resources, Inc. Global Highlights

Location
Employees

North America
14

Minus sign iconPlus sign icon
  • United States Of America
    14

Wealth Management Resources, Inc.'s Leadership

  • Stylized image of a person
    G. J.
    President
    Mobile Phone
  • Stylized image of a person
    B. G.
    Office Manager
    Mobile Phone
  • Stylized image of a person
    L. K.
    Principal
    Mobile Phone
  • Stylized image of a person
    T. C.
    Principal
    Mobile Phone
  • Stylized image of a person
    M. W. H.
    Financial Advisor
    Mobile Phone

Wealth Management Resources, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Wealth Management Resources, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    G. J.
    President
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    B. G.
    Office Manager
    Mobile Phone
    Jul 07, 2024
  • Stylized image of a person
    L. K.
    Principal
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    T. C.
    Principal
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. W. H.
    Financial Advisor
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Wealth Management Resources, Inc. known for?

Minus sign iconPlus sign iconWealth Management Resources, Inc. was founded in 1990 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-401-356-****
. Explore Wealth Management Resources, Inc.'s company overview page for more information.

What is Wealth Management Resources, Inc.'s most common email format?

Minus sign iconPlus sign iconWealth Management Resources, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Management Resources, Inc. email formats with LeadIQ.

How many employees does Wealth Management Resources, Inc. have currently?

Minus sign iconPlus sign iconWealth Management Resources, Inc. has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Wealth Management Resources, Inc.'s key employees and leadership?

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As of July 2026, Wealth Management Resources, Inc.'s key employees include:

  • President: G. J.
  • Office Manager: B. G.
  • Principal: L. K.
  • Principal: T. C.
  • Financial Advisor: M. W. H.

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