From the capital of the Ocean State, Pathstone’s Providence office works with entrepreneurs, multigenerational families, and mission-driven institutions across New England and beyond. We seek to offer thoughtful guidance, tailored strategies, and a collaborative approach to complex wealth management.

At Pathstone, we want clients to experience something different—not just our integrated services, but the character of our people. We seek to bring to our relationships the foresight of seasoned advisors, the care of trusted allies, and the resourcefulness of problem-solvers who know how to navigate complexity.

Every relationship begins with listening. From there, we design thoughtful, responsive strategies that reflect your values, priorities, and the unique context in which you operate. Whether you’re seeking clarity, capacity, or continuity, we tailor our work to meet the moment—and to grow with you over time.

In Providence, clients may look to us for support in:

• Clarifying long-term goals through strategic planning, investment oversight, and personal CFO services
• Creating lasting security through portfolio management, liquidity planning, and insurance strategies
• Planning for future generations with estate design, trust services, and governance support
• Aligning giving and values through philanthropy, community engagement, and purpose-driven investing
• Preserving continuity and resilience through risk management and business advisory services
• Supporting vitality and lifestyle through health planning and extended family office services

Behind every service is something deeper: a commitment to listening closely, thinking holistically, and delivering advice geared not only to solve—but also to support.