Craig Dumas's Colleagues at KLR Wealth Management
Craig Dumas's Contact Details
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Providence, Providence County, Rhode Island, United States
KLR Wealth Management
Craig Dumas's Company Details
KLR Wealth Management, LLC is KLR's solution to help clients build, manage and preserve their wealth. The highly- experienced wealth management team serves as your personal CFO. KLR Wealth Management is comprised of a group of talented professionals who provide comprehensive professional services to successful individuals and families. Our first step in managing your wealth is getting to know you - your goals are our goals. We use a consultative process to identify your current financial situation and challenges, and then we work with a team of experts to design solutions to help you achieve your most important goals.We can tell you many different ways in which we can help you but our clients say it best...."My experience with KLR Wealth Management was exceptional. They took the time to really get to know me and helped me figure out what made the most sense for my life and my goals without making the process feel scary or overwhelming. They were with me every step of the way." -Mona Sigal"It was very nice to meet with you today and initiate long overdue financial planning. Your straight forward, 'take charge' approach is a welcome change from my past encounters with financial experts and advisors." -Peter