Located at: Greenwood Credit Union

2669 Post Road

Warwick, RI  02886

Phone: 401-562-2743  ǀ  Fax: 401-739-5596

Email: advisors@greenwoodcu.org

The GCU Wealth Advisors Program is offered through our local partner, Universal Wealth Management, in conjunction with Royal Alliance Associates, a prominent independent, full service registered broker/dealer.

There are many important financial decisions that must be made throughout one’s life. GCU Wealth Advisors has collaborated with Universal Wealth Management/ Royal Alliance Associates to help our members gain the financial freedom you deserve to achieve your goals through the many major life transitions.

We 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 – we strive to help our clients enjoy the freedom that financial wellness can bring.

Fundamental to achieving financial wellness is knowing that your investment strategies have been coordinated to support each of your life goals. We are working every day to provide you the security of knowing that together, we’ll stay prepared to anticipate the unexpected challenges that may come your way.

We 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 – we strive to help our clients enjoy the freedom that financial wellness can bring.

Our Trusted Team at GCU Wealth Advisors is led by Experienced Financial Advisor Stephen Volpe and Director of Universal Healthcare, Kaitlyn Miller. Stephen and Kaitlyn are conveniently located at Greenwood Credit Union, 2669 Post Road, Warwick, RI.

With nearly 30 years of experience, Stephen is well versed and accomplished in all aspects of the financial services industry. A registered representative with Royal Alliance Associates, Inc., Stephen has a proven track record for providing sound financial guidance to his members. Kaitlyn Miller serves as the director of Universal Healthcare at GCU Wealth Advisors and has extensive knowledge in the insurance and healthcare industry.

Whether you are a newly married couple, parents planning for your child’s education, an employee planning for retirement or someone facing an unexpected job change, Stephen and Kaitlyn can help you reach your financial goals.

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? Totally Confused by Social Security and Medicare? You Have Questions…We Have Answers!

*Kaitlyn is not registered with Royal Alliance Associates, Inc.

GCU Wealth Advisors can assist you with:

• Social Security and Medicare
• Investment Planning
• Retirement Planning
• Business Planning
• Insurance Planning
• Tax Planning
• Estate/Generational Planning
• Educational Planning
• Personal Finance
• Life Events: Expected and Unexpected

Contact Stephen Volpe or Kaitlyn Miller today at 401-562-2743 to schedule a no-cost, no-obligation appointment to discuss your individual financial, retirement, Social Security and individual or business group Healthcare/Medicare needs. 

Helpful Links:

Log in to your brokerage account – CLICK HERE

 How much retirement income will you need? CLICK HERE to learn more about additional products and services offered through our local partner, Universal Wealth Management including the Financial Longevity Bundle©, Social Security and Healthcare/Medicare.

 

Upcoming Events – CLICK HERE– Whether it’s keeping up with trends or discussing some other topic, Universal Wealth Management / GCU Wealth Advisors is dedicated to providing sound information to our members.

Along the way, we like to have some fun, too.

  

Securities and Investment Advisory Services offered through Royal Alliance Associates Inc. (RAA), Member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. *(Additional insurance services Universal Wealth Management, LLC. and GCU Wealth Advisors)* at your option. Securities products are: Not NCUA Insured, No Credit Union Guarantee, May Lose Value.