Tailored Wealth Management

Personalized financial planning in Cranston, Rhode Island

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Investments

Crafting portfolios that reflect your goals.

Focused on growth and risk balance.

Regular reviews to keep you on track.

Planning
Trusts

Trusted Wealth Advisors

At The Capital Group Fiduciary Advisors, we craft personalized financial plans tailored to your unique goals right here in Cranston, Rhode Island.

A warm, inviting office space where a financial advisor is attentively discussing plans with a client over coffee.
A warm, inviting office space where a financial advisor is attentively discussing plans with a client over coffee.

150+

15

5-Star

Rated

Our Services

Tailored wealth management crafted for your unique financial journey.

Planning

Comprehensive financial plans designed to align with your goals and values.

A thoughtful advisor discussing financial plans with a client in a cozy Cranston office.
A thoughtful advisor discussing financial plans with a client in a cozy Cranston office.
Investing

Personalized investment strategies that grow and protect your wealth over time.

Ongoing portfolio reviews to keep your investments aligned with your evolving needs.

Advisory
Close-up of hands reviewing financial charts and documents with a pen.
Close-up of hands reviewing financial charts and documents with a pen.
Sunlit meeting room with warm wood tones where clients and advisors collaborate.
Sunlit meeting room with warm wood tones where clients and advisors collaborate.

Stay Informed

Get insights tailored to your wealth journey

Contact

Personalized wealth advice in Cranston

contact

Phone

info@thecapitalgroupfidiuciaryadvisors.com

(401) 519-9000

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CAMERON & MITTLEMAN LLP, 301 PROMENADE STREET, PROVIDENCE, RHODE ISLAND 02908