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Our Team
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Our Services & Process
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Wealth Management
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Second Opinion Service
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About Us
KLR Wealth Management is comprised of a group of talented professionals who provide comprehensive professional services to successful individuals and families. We use a consultative process to identify your current financial situation and challenges, and then we work with a team of experts to design solutions to help you achieve your most important goals. Our Value Proposition As our client’s Personal CFO, we become fully integrated in their financial lives so that we can help them make smart decisions about their money and allow them to enjoy life as they have envisioned. Learn how we've helped our clients succeed. Advisory Services offered through KLR Investment Advisors, LLC. Insurance services offered through KLR Insurance Advisors, LLC. 951 North Main Street Providence, RI 02904
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Careers
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Contact
Please complete the form below and we will respond to your inquiry within 24 hours. We look forward to hearing from you!
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KLR Wealth ESG Banner
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Peri Ann Aptaker, Esq., CPA, CFP®
Managing Director
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Craig R. Dumas, ChFC, CFP
Wealth Management Advisor