Simplifying the Complex
Welcome, we’re Rodriguez Wealth Management, a financial consulting/wealth management organization in Middletown, RI. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial consulting and have helped clients from all across the country. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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Helpful Content
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
How Income Taxes Work
A quick look at how federal income taxes work.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.