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Financial Management

Restivo Monacelli’s Financial Management practice is client oriented. Before we provide advice – we take the time to understand short and long term goals and individual issues that clients are faced with. Each client represents a unique set of circumstances. As a result each plan reflects our understanding of alternatives vs. goals and objectives.

With a team that understands economic investment cycles and wealth protection strategies, Restivo Monacelli works with you to maximize the growth and preservation of capital.

Our comprehensive approach to financial management includes:

  • Trust and estate planning
  • Family limited partnerships
  • Education financial planning
  • Retirement planning
  • Wealth accumulation and preservation
  • Succession planning

For more information, contact info@rm-llp.com

36 Exchange Terrace, Providence, RI 02903 – 401-273-7600

Audit & Accounting | Tax | Strategic Planning | Financial Management | Information Technology | Business Valuation
Mergers & Aquisitions | Litigation Support | Business Outsourcing Solutions
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