Melfa Wealth Management

UBS Financial Services Inc. in Newport, RI, operates The Hilton Group, led by Managing Director James "Jamie" Hilton, a seasoned private wealth advisor dedicated to providing ultra-high-net-worth clients with tailored financial strategies. With a focus on fostering long-term relationships, the firm emphasizes comprehensive advice on investment management, wealth preservation, tax efficiency, and more. Jamie Hilton, a Certified Exit Planning Advisor, brings extensive experience from his prior role on the floor of the COMEX and is recognized for his commitment to quality service. A lifelong maritime enthusiast, he applies lessons from sailing to his financial advisory practice, helping clients make informed decisions to achieve their life goals. Generated from the website

The Hilton Group at UBS Financial Services in Newport, RI, offers Private Wealth Management services to successful families, entrepreneurs, executives, and foundations. With a focus on intelligent decision-making, risk management, and pursuing long-term financial goals, clients trust the experienced team for tailored strategies integrating complex investing, planning, and financing needs. Managed by James "Jamie" Hilton, a Certified Exit Planning Advisor, the boutique firm combines global UBS resources with personalized service akin to a family office. With a commitment to making a meaningful impact, The Hilton Group aims to instill confidence in clients about their financial future through comprehensive advice and tailored solutions. Comprising a team of professionals like Kara Museler and Anthony Cerino, The Hilton Group excels in providing financial planning advice, investment management, tax efficiency, and philanthropic planning. Recognized for industry excellence, the team's diverse expertise and dedication to client service set them apart in the realm of wealth management. Generated from the website content

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