WD Wealth Advisors

WD Wealth Advisors is our Safe and Secure Division. No matter the financial situation, WD develops a custom plan to further increase and more importantly protect wealth.

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Areas of Specialization

• Life insurance

• Fixed indexed Annuities

• Long Term Care Insurance

• Buy–Sell Agreements

• Social Security Planning

• Living a Tax Free Retirement

• IRA Rollovers

• 401K Rollovers

Life Insurance:  Life insurance has many practical applications for both business and personal use. Not only have we protected families and businesses, but the right product can provide tax free income down the line.

 

Fixed Indexed Annuities:  Upside potential, zero downside risk. A great product for those who have suffered losses in their portfolio due to market volatility.

Social Security Planning:  WD has a great tool that will allow us to plug and play your information, show you the best course on how and when you should take social security.

 

Buy Sell Agreement:  A must for any partnership and/or family business.

 

IRA Rollovers:  Our fastest growing service at WD. Many people with old IRAs and 401ks from previous employers are looking for a safe vehicle for those funds.

Team

Bill Delmage

President & CEO

 

Bob LaCharite

 Retirement Income & Asset Protection

 

Ben Delmage

Vice President Sales & Marketing

Resource Center

Could your HR department use extra support? Whether you’re looking for ready-to-print employee flyers featuring targeted health, safety and wellness issues or searching for legislative information, communication or HR administration tools.  We at WD offer a wealth of time-saving HR tools, guides, and educational resources.

Below is a sampling of WD's client resources.

Blog

Contact

Corporate Office

34 Hemingway Drive

East Providence, RI 02915

Phone 401-435-4239

Fax 401-435-5060

 

Additional Offices

Newport, RI

North Kingstown, RI

Hoboken, NJ