238 Robinson Street
It May Be Time for a Financial Checkup
Bridging the Confidence Gap
When Markets React
Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
"It's not how much money, but how much money you keep, how hard it works for you, and how many generations you keep it for."
- Robert Kiyosaki
Westwind Financial has evolved into a comprehensive wealth management firm since the founder began in April 2007. As owner of Westwind Financial, Larry McHugh is proud to be celebrating 15 years of financial services with his home office in South County, Rhode Island.
We are here to help you save! Please reach out to us, so we can get you started today!
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