What departments does Wealth Management Resources, Inc. have?

Wealth Management Resources, Inc. has employees across 3 departments including Sales, Administrative, Finance.

What is the largest department at Wealth Management Resources, Inc.?

The largest department at Wealth Management Resources, Inc. is Finance with 4 employees.

Where are Wealth Management Resources, Inc. employees located globally?

Wealth Management Resources, Inc. has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Wealth Management Resources, Inc.'s team size changed over time?

Wealth Management Resources, Inc.'s team has decreased from approximately 12 to 10 employees based on available data.

Wealth Management Resources, Inc. Employee Directory

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

Wealth Management Resources, Inc.'s key employees include: Executive Vice President, Registered Principal, Cfp®, Cco: K. W., President: D. P., President: G. J..

Financial ServicesRhode Island, United States2-10 Employees

Wealth Management Resources, Inc. was founded with the goal of assisting our clients in many aspects of their financial lives. Serving clients out of our N. Smithfield, RI office, we strive to create financial stability and security to provide financial independence and peace of mind.

Since 1994, we’ve evaluated personal investments, retirement income planning, tax reduction techniques, insurance needs, business and estate planning, financing options, cash flow, company benefits and more. We take the time to educate our clients during the financial planning process, giving them the insight and confidence to make their own significant financial decisions.

Please visit: https://wealthmanagers.com/important-disclosures/

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

Wealth Management Resources, Inc. Global Highlights

North America
21

United States Of America
21

Oceania
1

Australia
1

Wealth Management Resources, Inc.'s Leadership

D. P.
President
Mobile Phone
Email
G. J.
President
Mobile Phone
Email
K. W.
Executive Vice President, Registered Principal, Cfp®, Cco
Mobile Phone
Email
M. C.
Owner
Mobile Phone
Email
A. C. E.
Owner / Principal
Mobile Phone
Email
P. D.
Vice President
Mobile Phone
Email
S. E.
Vice-President
Mobile Phone
Email
M. D.
Office Manager
Mobile Phone
Email

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 Info

Location

Last Update

M. C.
Owner
Mobile Phone
Email
United StatesVirginia
Jun 24, 2025
A. C. E.
Owner / Principal
Mobile Phone
Email
United StatesRhode Island
Apr 15, 2026
D. P.
President
Mobile Phone
Email
United StatesNorth Carolina
Mar 24, 2026
G. J.
President
Mobile Phone
Email
Oct 16, 2024
K. W.
Executive Vice President, Registered Principal, Cfp®, Cco
Mobile Phone
Email
United StatesRhode Island
Apr 29, 2026
P. D.
Vice President
Mobile Phone
Email
United StatesRhode Island
Apr 17, 2026
S. E.
Vice-President
Mobile Phone
Email
United StatesRhode Island
Nov 17, 2025
M. D.
Office Manager
Mobile Phone
Email
United StatesWisconsin
Apr 15, 2026
B. G.
Office Manager
Mobile Phone
Email
Jul 07, 2024
L. K.
Principal
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Wealth Management Resources, Inc. known for?

Wealth Management Resources, Inc. was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 28 Cedar Swamp Road Smithfield, Rhode Island 02917 United States; 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?

Wealth 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?

Wealth Management Resources, Inc. has approximately 9 employees as of February 2026. These team members are located across 2 continents, including North AmericaOceania.

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

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

President: D. P.
President: G. J.
Executive Vice President, Registered Principal, Cfp®, Cco: K. W.
Owner: M. C.
Owner / Principal: A. C. E.

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