Strategic Financial Services

Middletown, Rhode Island

James Crosson operates a financial advisory practice in Middletown, Rhode Island, offering financial planning and insurance analysis services. With over 40 years of experience, he works with individuals, businesses, and nonprofits on planning around major life transitions including retirement, divorce, and significant asset changes. His team includes Isabel Bergantim and Sonia Crosson in client-facing roles.

Middletown, Rhode Island

Newport Financial is an investment advisory firm in Middletown, Rhode Island. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Newport, Rhode Island

Newport Private Wealth is a boutique financial advisory firm founded in 2023 and based in Newport, Rhode Island, with over $100 million in assets under management. The firm provides investment management, financial planning, and employer-sponsored retirement plan services to individuals, families, and businesses, using a process-based approach to asset allocation informed by external research. The team includes advisors with backgrounds in portfolio management, retirement planning, estate planning, and wealth preservation, holding Series 6, 7, and 66 licenses. Investment advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment adviser.

Lincoln, Rhode Island

Fee-Based Independent RIA

SOWA Financial Group is an independent registered investment adviser in Lincoln, Rhode Island that provides financial planning and investment management on a fee-based basis. The firm is led by President Donna Sowa Allard, a CFP® and Accredited Investment Fiduciary®, along with team members Nathan Beauvais (CFP®, CIMA®, CPWA®) and Steven J. Beauvais. The firm serves individuals, executives, and small business owners, emphasizing a planning process that integrates personal values, goals, and life priorities alongside investment strategy.