Connect with Top-Rated Financial Planners in Portsmouth!

Established in 1974, The Burney Company offers comprehensive wealth management, investment management, and proactive tax planning services. As a fiduciary investment advisory firm, they aim to empower investors to make more effective investment decisions. Their team of experienced professionals provides personalized financial strategies, tailored to each client's goals and needs. With a focus on tax-efficient strategies and forward-looking asset allocation models, The Burney Company helps clients navigate the complex financial landscape and achieve their financial objectives.

Black Point Wealth Management offers a comprehensive range of financial services, including retirement planning, fiduciary management, and investment expertise, to individuals and businesses in Rhode Island and Florida. Our team of experienced professionals takes a holistic approach to financial planning, providing personalized service and expert guidance to help clients achieve their financial goals.