Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Strategic Relationships

AARP

AARP/United Healthcare - As a Broker and valued relationship with AARP/United Healthcare, we're dedicated to improving the health of our clients and all Rhode Islanders by providing cost-effective, high quality healthcare and Medicare plans. Whether you are in need of health coverage, you are turning 65, or getting ready to retire, you've got some choices to make about retirement and your health coverage. Our goal is to help you determine a plan that fits your budget and healthcare needs. We are committed to keeping you informed about the products and services, the changes employees and employers need to know about as part of the healthcare reform, and much more.


BCBSRI

Blue Cross Blue Shield of Rhode Island - As a Preferred Broker and valued relationship with Blue Cross Blue Shield of Rhode Island, we’re dedicated to improving the health of our clients and all Rhode Islanders by providing cost-effective, high-quality healthcare and Medicare plans. Whether you are in need of health coverage, you are turning 65, or getting ready to retire, you’ve got some choices to make about retirement and your health coverage. Our goal is to help you determine a plan that fits your budget and healthcare needs. We are committed to keeping you informed about the products and services, the changes employees and employers need to know about as part of the healthcare reform, and much more.


Pershing

Pershing, LLC - Pershing , LLC has been a leading global provider of financial business solutions for over 70 years. Pershing, LLC is committed to supporting the success of our clients and our business with a strong foundation for growth, and delivering industry-leading technology and innovative solutions to help the growth of our business without limits. Our relationship with Pershing, LLC offers advisors access to NetX360, Pershing’s revolutionary technology platform providing the tools needed to manage clients’ accounts, deliver first-rate service, and develop new sales and revenue opportunities. NetX360 offers one complete solution to efficiently manage our entire business. In addition to SIPC protections, accounts held at Pershing have coverage in excess of SIPC limits through Lloyd’s of London.


ra-logo

Royal Alliance Associates, Inc. - Royal Alliance Associates, Inc. serves as our Broker-Dealer and is one of America’s largest networks of independent advisors. Our broker-dealer relationship with Royal Alliance Associates, Inc. provides for expert compliance support and our incredible All Ways Open Architecture SM, which is more than a platform, it’s a business philosophy. Royal Alliance Associates, Inc. provides us with flexible technology geared toward our business philosophy at Universal Wealth Management, LLC so that we can set up and manage our practice in a way that works best for our clients. Royal Alliance Associates, Inc. also offers proven resources to enhance the growth of our business, services and support that meets the unique demands of our business and leadership that listens and responds to our ideas.


BCBSRI

SEI Private Trust Company - Founded in 1968, SEI (NASDAQ: SEIC) is headquartered in Oaks, Pennsylvania, with offices based around the world. SEI is one of the world’s largest manager of managers and for almost 40 years, has used the most up-to-date research to anticipate the changing investor needs and create innovative solutions designed for individual and institutional investors alike. SEI serves as a third party asset money manager for Universal Wealth Management. SEI is a leading global provider of institutional and personal wealth services, including asset management, investment processing and investment technology.


BCBSRI

Aetna - As a Broker and valued relationship with Aetna, we’re dedicated to improving the health of our clients and all Rhode Islanders by providing cost-effective, high-quality healthcare and Medicare plans. Whether you are in need of health coverage, you are turning 65, or getting ready to retire, you’ve got some choices to make about retirement and your health coverage. Our goal is to help you determine a plan that fits your budget and healthcare needs. We are committed to keeping you informed about the products and services, the changes employees and employers need to know about as part of the healthcare reform, and much more.


BCBSRI

Envision RX -As a Broker and valued relationship with Envision, we’re dedicated to improving the health of our clients and all Rhode Islanders by providing cost-effective, high-quality healthcare and Medicare plans. Whether you are in need of health coverage, you are turning 65, or getting ready to retire, you’ve got some choices to make about retirement and your health coverage. Our goal is to help you determine a plan that fits your budget and healthcare needs. We are committed to keeping you informed about the products and services, the changes employees and employers need to know about as part of the healthcare reform, and much more.


BCBSRI

Greenwood Credit Union -Greenwood Credit Union has a long history of providing high quality financial services to individuals and families throughout Rhode Island and beyond. Founded in 1948, GCU has always shown a strong commitment to the financial well-being of the families, businesses and communities that we serve. Over the years GCU has shown steady positive growth and is now over $564 million in total assets and we are continuing to grow. GCU has always strived to provide the highest interest rates to depositors while maintaining extremely competitive rates on loan products. This delicate balance has proved to be a key to the success of the credit union, not only financially but more importantly from a member satisfaction perspective.


BCBSRI

Greenwood Wealth Advisors -There are many important financial decisions that must be made throughout one’s life. GCU Wealth Advisors is offered through Universal Wealth Management, in conjunction with Royal Alliance Associates, to help its members gain the financial freedom they deserve to achieve their goals through the many major life transitions. GCU Wealth Advisors provide top-notch, individualized and thoughtful financial advice and personalized service in the context of a trusting and supportive professional relationship. With the reassurance of knowing that today, your assets are aligned to meet your life goals, and with the confidence that your strategies will stay aligned with your passions tomorrow – GCU Wealth Advisors strives to help its clients enjoy the freedom that financial wellness can bring.


BCBSRI

Humana -As a Broker and valued relationship with Humana, we’re dedicated to improving the health of our clients and all Rhode Islanders by providing cost-effective, high-quality healthcare and Medicare plans. Whether you are in need of health coverage, you are turning 65, or getting ready to retire, you’ve got some choices to make about retirement and your health coverage. Our goal is to help you determine a plan that fits your budget and healthcare needs. We are committed to keeping you informed about the products and services, the changes employees and employers need to know about as part of the healthcare reform, and much more.


BCBSRI

Silverscript -As a Broker and valued relationship with Silverscript, we’re dedicated to improving the health of our clients and all Rhode Islanders by providing cost-effective, high-quality healthcare and Medicare plans. Whether you are in need of health coverage, you are turning 65, or getting ready to retire, you’ve got some choices to make about retirement and your health coverage. Our goal is to help you determine a plan that fits your budget and healthcare needs. We are committed to keeping you informed about the products and services, the changes employees and employers need to know about as part of the healthcare reform, and much more.

 

These links are provided as convenience and for informational purposes only. The links are not part of Royal Alliance Associates, Inc. web site, and the link to outside websites does not mean that Royal Alliance Associates, Inc. endorses or accepts any responsibility for the content, or the use of the website. Royal Alliance Associates, Inc. does not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, error or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.