Convergence Wealth Advisors is a registered investment advisor firm with offices in Providence, RI and Fall River, MA, providing fee-only investment management and advanced planning to individuals, trusts, charitable organizations, and qualified plans. Our firm is a member of the BAM ALLIANCE, a community of more than 140 independent wealth management firms committed to putting client interests first. Member firms serve more than 17,000 clients, representing more than $25 billion.

Amanda Chartier is a dedicated Financial Advisor at Toll Gate Capital Advisors, LLC, specializing in personalized wealth management, retirement planning, investment guidance, and fiduciary-focused financial solutions. With a strong academic background, graduating magna cum laude and holding FINRA Series 7 and Series 66 registrations, Amanda combines business insight and financial expertise to help individuals, families, and professionals pursue long-term financial success and confidence. Known for her client-centered approach and commitment to clear communication, Amanda enhances the client experience with tailored strategies, proactive risk management, and guidance at every stage of the financial planning journey. Outside of finance, she enjoys gardening, nature, travel, and discovering new culinary experiences, enriching her holistic approach to personal growth and service excellence in wealth advisory.

Comprehensive financial and divorce planning, retirement income planning and independent conflict-free guidance.

Corrigan Financial provides fee-only financial planning, investment management, tax preparation and planning services to individuals and families. Based in Middletown, RI, we serve clients across the northeast as well as in several states across the U.S.. We understand the importance of having a financial team you can trust—a team that not only helps manage your assets, but also provides you with a better understanding of your finances and guides you toward a more secure financial future.

Eliot Rose Wealth Management is a fee-only financial planner located in East Greenwich, Rhode Island serving clients locally and around the country. We provide financial planning and investment management services to clients transitioning into or living in retirement. Eliot Rose serves clients as a fiduciary and never earns a commission of any kind.