Fiduciary Management & Oversight
As stewards of your plan, we provide fiduciary protection to help minimize risk and maximize participants' success.
Our proven, documented investment process aligns with our clients' objectives.
We implement innovative plan design strategies that focus on participant success.
Vendor Search & Plan Benchmarking
We conduct ongoing reviews and evaluate service providers to help ensure that our clients receive the best value.
Our custom participant education programs deliver optimal results for participants.
Why We're Different
Our expertise, objective advice, and fiduciary protections mean you can trust us to do what's right for you.
Paul Santucci Financial 640 George Washington Highway, Building B, Unit B1, Lincoln, RI 02865 | P401.270.8253 | F401.270.8255