Independent Financial Partners

Slocum Gordon & Co. LLP is a Newport, Rhode Island-based investment management firm founded in 1978 by Jeffrey L. Gordon and John J. Slocum Jr. With a collective 50 years of investment experience, the firm specializes in portfolio management, trust and estate services, and client-focused financial strategies. The company is led by a team of seasoned professionals, including portfolio managers and compliance officers, who bring diverse backgrounds in finance, law, and operations. Slocum Gordon & Co. is dedicated to serving individual and endowment clients, ensuring a comprehensive approach to their investment needs. Generated from the website

Richard C. Young & Co. Ltd. is a financial advisory firm based in Naples, FL and Newport, RI, recognized by Barron's as one of the top independent financial advisors in the nation for thirteen consecutive years. Founded in 1989, the firm focuses on helping clients manage their investments with an emphasis on dividend and interest-paying securities, aiming to alleviate the emotional stress of day-to-day investing. As a fee-only financial advisor, Richard C. Young & Co. Ltd. prides itself on offering conflict-free investment advice, with all decisions made by an in-house team of experienced professionals. The firm is committed to crafting personalized portfolios for individuals, families, and small businesses, utilizing a global investment strategy that prioritizes steady cash flow and minimizes unnecessary fees. Generated from the website

Aquidneck Wealth Management is an independent wealth management firm based in Newport, RI, dedicated to delivering impartial financial guidance and outstanding service to its clients. Specializing in investment advice, asset allocation strategies, estate planning, and risk management, Aquidneck Wealth Management offers a comprehensive range of services to help individuals achieve their financial goals. Generated from their website's infomation