Judith Cullinane

Director Of Client Relations at KLR Wealth Management - Providence, RI, US

Judith Cullinane's Colleagues at KLR Wealth Management
John Renza

KLR Wealth Management, LLC

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David Wray

Chief Investment Officer

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David CFA

Chief Investment Officer

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Craig Dumas

Chief Compliance Officer

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Matthew Glynn

Director Of Business Development, KLR Wealth Management, LLC

Contact Matthew Glynn

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Judith Cullinane's Contact Details
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KLR Wealth Management
Judith Cullinane's Company Details
KLR Wealth Management logo, KLR Wealth Management contact details

KLR Wealth Management

Providence, RI, US • 5 - 9 Employees
Financial Services

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

Investment Planning Estate Planning Wealth Management Personal Wealth Strategy Estate Wealth Strategy Wealth Consultations Retirement Planning Long-term Financial Planning Personal Finance Strategy Monthly Financial Market Updates Life Insurance consulting Investment Portfolios Managing Money Investment Strategies Environmental Social Governance Investing Environmental Social and Governance (ESG) investing
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Frequently Asked Questions about Judith Cullinane
Judith Cullinane currently works for KLR Wealth Management, LLC.
Judith Cullinane's role at KLR Wealth Management, LLC is Director Of Client Relations.
Judith Cullinane's email address is ***@klrwealth.com. To view Judith Cullinane's full email address, please signup to ConnectPlex.
Judith Cullinane works in the Financial Services industry.
Judith Cullinane's colleagues at KLR Wealth Management are John Renza, Peri Aptaker, David Wray, David CFA, Craig Dumas, Matthew Glynn and others.
Judith Cullinane's phone number is N/A
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