Harkins Wealth Management

Specialties

Formed in 2008, Harkins Wealth Management (HWM) is a wealth management firm dedicated to paramount and personalized client service as well as unbiased financial management, wealth planning and investment counsel. We specialize in comprehensive financial planning**, retirement income planning, Socially Responsible Investing (SRI), college and tax planning.

**offered through LPL Financial

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/​or transact securities business only with residents of the following states: RI, MA, CT, FL, ME, NJ, OH, PA, NY.

History

Established in 2008.

In 2008, Mr. Harkins along with his spouse, Michelle Cortes-​Harkins launched Harkins Wealth Management, LLC. They opened their office on the East Side of Providence, Rhode Island choosing to utilize LPL Financial as their broker/​dealer, the largest independent firm in the nation *As reported by Financial Planning Magazine, June 1996 – 2013, based on total revenue. The firm was founded on core values: hard work, loyalty, uncompromising quality, and personal service reflected in its motto: Life. Money. Balance Both.

Meet the Business Owner

Rick H.

Business Owner

Rick Harkins is the founder of Harkins Wealth Management, LLC. He has over 20 years of experience in the financial services industry.

Mr. Harkins graduated from Brown University in 2000 with a dual degree in Organizational Behavior & Management/​Sociology. He also holds a Masters degree in Financial Planning through the McCallum Graduate School of Business at Bentley University and is also a Certified Financial Planner (CFP®) candidate. His memberships in professional organizations include the Rhode Island Mediator’s Association and the Insured Retirement Institute. He also contributes to the website divorce360 and has been quoted and highlighted in the book «How to Give Financial Advice to Women: Attracting and Retaining High-​Net Worth Female Clients.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/​SIPC.