About Our Team
Who We Are
Forging a
Path Together
Your team consists of the professionals within our office, your accountant, your attorney, and YOU! Our goal is to help you create financial independence through powerful independent advice. We pride ourselves in providing our clients with individualized and sound advice. Because of this, we are aligned with LPL Financial, the largest independent broker dealer in the country, as reported by Financial Planning Magazine June 1996 - 2024, based on total revenue. We work diligently to align your financial decisions with your personal values and goals.
Hector Rodriguez, MBA, ChFC
LPL Financial Consultant
(401) 848-6527
Hector begins all client meetings with the purpose of bringing value to a client’s situation. He helps them crystallize what is most important to them and then together develop a practical plan. This personal connection is what...
Paula Taylor
Client Relationship Manager
(401) 848-6527
With over 24 years of experience in financial services, I oversee the administrative operations for The Rodriguez Wealth Group. My mission is to provide exceptional service based on trust and knowledge and to create an environment that...