About Our Providence Office

Our Providence office sits in the heart of the Financial District and offers clients a range of customized wealth management services, including wealth planning, investment management and financial management. The team’s focus is on business owners, transition planning, estate planning and multi-generational wealth, complemented by dedicated personal service. In addition, Providence clients have convenient local access to the extensive global resources and services of BNY Mellon.

Want to talk to someone from our Providence Office?


Get in touch and put our experienced Providence-based team to work on your behalf.

Address

One Financial Plaza
Suite 2200
Providence, RI 02903

View in Google Maps

Office Hours

Mon - Fri: 8:30 AM-5:00 PM ET

Contact

Office Phone: 401-229-6096

Our Providence Team

Want to know more?

Chat with someone from our Providence office

Send us an email and we’ll schedule a call that works for you.