Where wealth management is

Professional. Personal. And all about YOU.

We began in 1975 with a dream and a vision. The dream was to establish an independent wealth management firm in the historic New England town of Westerly, Rhode Island – a wonderful place to live, work and raise a family. Believing in the richness of community, we could form personal relationships where the needs and interests of our clients would always come first.

The vision was to create a firm of the highest caliber, working to maintain a level of expertise that is among the top in the industry. Our knowledge, professionalism and personal relationships would allow us to serve well.

We are proud that Professional Planning Group is now an independent Registered Investment Advisory firm, working with clients throughout Rhode Island, Connecticut, and surrounding areas. We provide a comprehensive suite of wealth management services to the individuals, families, foundations, endowments – and neighbors – we serve.

Learn more about the history of our office building
Learn more about the history of our office building