Experience Your Wealth

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Bristol, RI 02809

+1 (978) 844-4134

http://www.experienceyourwealth.com

Experience Your Wealth, LLC is a non-traditional financial planning firm based in Bristol, RI, that helps travel-loving young families create a life they never want to retire from. With a focus on aligning financial decisions with core values, they guide clients in creating a savings plan, growing their net worth, and making work optional. Their holistic approach emphasizes experiences over material possessions and encourages clients to build optionality into their financial plans for a flexible future.

With a team of dedicated advisors, Experience Your Wealth understands the unique challenges faced by young families, including managing equity compensation, student loans, and the desire for lifestyle flexibility. By envisioning clients' ideal lives and providing personalized guidance, they help individuals and couples make sound financial decisions that lead to a fulfilling and purposeful life.

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Reviews

5.06 reviews

Gigi K.

4/24/2020

I couldn't be more pleased with my first financial advisor experience. Having a mountain of student debt from law school and a limited understanding of how to invest or save in a smart way, I felt...

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Varag G.

5/5/2020

Jake helped me with a full evaluation of my personal finances and it was a great experience. He gave me questions that helped me define my life goals, which helped define my financial goals. From...

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Miles D.

7/19/2020

My wife and I are pregnant with our first child, and have been researching how to reach financial independence for about a year now. We are pretty organized and had already been taking steps...

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Bret T.

2/29/2020

I scheduled a one-time session with Experience Your Wealth to discuss saving for financial independence/early retirement. It's something I'm interested in and have take some steps to achieve, but...

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Audrey E.

8/18/2020

I can not recommend working with Jake enough. I not only feel empowered about my financial future, but I feel secure knowing I have found a trusted advisor who understands my personal values and...

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Raymond James

Raymond James is a global financial services firm based in Bristol, RI, offering trusted advice and tailored sophisticated strategies for individuals and institutions. Their services include wealth management, investment solutions, financial planning, estate and charitable giving services, banking and lending services, insurance solutions, and more. With a focus on people and their financial well-being, Raymond James is committed to working responsibly and sustainably, as reflected in their corporate responsibility initiatives. They provide a range of services to help clients achieve their financial goals and secure their future. Generated from the website

Edward Jones - Financial Advisor: Alexander L Sawabini

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.