SPECIAL ADVERTISING SECTION
Wealth & Legacy / Wealth Management
WCCU
WEALTH MANAGEMENT
WCCU WEALTH MANAGEMENT
122 Granite St. Westerly, RI 02891 401-637-4404 westerlyccu. com / wealthmanagement
The team, from left to right: RICHIA ALLEN, Associate Financial Advisor
WAYNE LAGASSE, Vice President of Wealth Management & LPL Financial Advisor
DYLAN BUCK, WCCU Wealth Management Coordinator
At WCCU Wealth Management, our focus is entirely on you. We take the time to understand your unique financial circumstances, personal needs and lifestyle goals. This client-centered approach allows us to build a lasting relationship and create a customized wealth management strategy tailored to your short- and long-term objectives. Together, we’ ll use our discovery process to establish specific milestones and build a personalized financial plan. This collaborative process seeks to ensure your strategy truly supports your aspirations. We then continuously monitor your progress, helping you anticipate future needs and stay on track. This dedicated partnership provides you with a clear, adaptable roadmap designed to work toward your financial goals and plan a confident future.
Securities and advisory services are offered through LPL Financial( LPL), a registered investment advisor and broker-dealer( member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Westerly Community Credit Union and WCCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WCCU Wealth Management, and may also be employees of Westerly Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westerly Community Credit Union or WCCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:
BAYSTATE FINANCIAL
501 Wampanoag Trl Riverside, RI 02915 401-432-8847 Baystatefinancial. com
With a combined experience of more than 30 years, Elaine Carvelli and John Kashmanian of Baystate Financial guide individuals, families, and businesses in planning their financial futures with clarity and confidence. Their specialties include investment management, comprehensive financial planning, and insurance planning.
As a Registered Representative, Elaine Carvelli takes a personal, compassionate approach to retirement planning, life insurance, and long-term care insurance. Elaine believes financial well-being is about more than numbers— it’ s about people and their futures. She listens closely to clients, helping them prioritize goals and build strategies for lasting security.
John Kashmanian, a Certified Financial Planner ® professional, helps clients clearly define their goals and pursue financial confidence. John believes a financial planner is a lifelong resource dedicated to assisting clients throughout their various financial milestones. Together, they provide professional guidance through every stage of life.
From left: ELAINE M. CARVELLI, LUTCF, CLTC Financial Advisor( 401) 749-1300 ecarvelli @ baystatefinancial. com
JOHN KASHMANIAN, CFP ®, Financial Planner( 401) 943-0461 jkashmanian @ baystatefinancial. com
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. OSJ: 1 Marina Park Drive, 16th Fl, Boston MA 02210. 617-585-4500. CRN202806-8830110
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