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.

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Advisors at this Office

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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