Experience Your Wealth, LLC

Hi there!

We help travel-loving young family who don't buy into the "9 – 5, work-until-you’re-65" concept. Your goal is to spend your time exactly how you want so you can pursue work you love, while having the lifestyle flexibility to spend quality time with the people you love most.

Our target client has >$200k of household income and meet one (or more!) of these criteria:

A) You have young kids

B) You have equity compensation (ISOs, NSOs, ESPP, RSUs)

C) You are a current/aspiring business owner

D) You have >$100k of student loans

If this sounds like you, we'd love to chat! Check out our website to learn more about working with us.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

35 Brookwood Road Bristol, RI 02809-2089 Phone: (401) 227-7881

Primary Office

35 Brookwood Road Bristol, RI 02809-2089 Phone: (401) 227-7881