Joseph Kolb

CFP®

Wickford Wealth Management, LLC.

Financial Advisor

Contact Me

Joseph Kolb

CFP®

Wickford Wealth Management, LLC.

Financial Advisor

We are an independent fee-only registered investment advisory firm providing financial planning and wealth management services to private clients in Rhode Island and across the United States. By working with a select group of clients in a long-term personal relationship, we are able to create customized financial plans and investment portfolios to help you confidently live the retirement you dreamed of. - Joseph Kolb, CFP®

Contact Me

401-273-7300

Website

Fee-Only financial planner located in North Kingstown, RI, serving clients locally and across the country

Joseph Kolb is a Rhode Island fee-only financial planner located in North Kingstown, serving clients throughout the state and across the country.   By working with a select group of clients in a long-term personal relationship, Wickford Wealth creates customized financial plans and investment portfolios to help you confidently live the retirement you dreamed of.  As a fee-only, fiduciary, and independent financial advisor, Joseph Kolb is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

I'm Joseph Kolb.  I’m the proud son of an Air Force Veteran and a loving stay-at-home mom who raised four children. As a military brat, I spent my early years bouncing from Oklahoma, where I was born, to Germany, Rhode Island, Illinois, and Montana, before my father retired and settled in Rhode Island.

In 1991 I started Star Medical, a durable medical supply company, which still operates today. Having a passion for financial planning, I went back to school earning a bachelor’s degree in Business Studies from Southern New Hampshire University and the CERTIFIED FINANCIAL PLANNER™ designation from Bryant University.

To add practical experience, I went to work for a large registered investment advisory firm where I spent almost five years. As I worked my way from Associate to the Director of Financial Planning, I could only describe my experience as a baptism by fire. While difficult at times, it would be impossible to replace the magnitude of real-world experience gained and I consider my time their to have been invaluable. Frustrated by the inability to focus my time exclusively on clients, I decided to start my own firm and since 2012, I have had the great pleasure of helping families, all while doing what I love.

My wife Carrie and I live in Wickford with our two Brussell Griffons, Georgina and Theodore.

Joseph Kolb is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Wickford Wealth Management provides fee-only financial planning and investment management for a small and select group of clients. We specialize in retirement planning and use our expertise to serve individuals and families that are nearing or in retirement. We place a high value on long-term relationships built on trust and open communication and will be there when you need us.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Retirement Income Planning
  • Comprehensive Financial Planning
  • Investment Management
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • People who want to delegate to an expert

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Personalized and objective advice
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Joseph Kolb is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Joseph Kolb is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Joseph Kolb

401-273-7300

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Office Locations:

  • 16 W. Main Street
    North Kingstown, RI 02852

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