Jason Siperstein, CFA, CFP®, RMA®
Worry Less. Retire More.
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Eliot Rose Wealth Management, LLC
Jason Siperstein, CFA, CFP®, RMA®
Rate this
Advisor
West Warwick, Rhode Island
Serving Clients Nationwide
Worry Less. Retire More.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Jason has a knack for being able to translate his knowledge into simple, every day, actionable advice. The most rewarding part of Jason’s day is when he hears a client whisper to their spouse, “I feel better now.” That simple phrase is what keeps him going, and really captures what the Eliot Rose firm stands for.Maybe we should change Jason's title to President of Calm and Reassurance.
At Eliot Rose, Jason leads financial planning and investment management services for clients.
✅ Experience and Credentials:
Over a decade of experience in wealth management | Former consultant to multiple Fortune 500 businesses | Holds the gold standard in both financial planning (Certified Financial Planner™, CFP®) and investment management (Chartered Financial Analyst, CFA) | Has specialized training and expertise in retirement planning and holds the Retirement Management Advisor, RMA® designation
✅ Community Involvement:
Member - Fee-Only Network | Member - National Association of Personal Financial Advisors (NAPFA) | Member - Financial Planning Association (FPA) | Chairman - Financial Planning Association of Rhode Island | Member - CFA Institute | Treasurer - CFA Society Providence | Member - State of Rhode Island Financial Empowerment Roundtable | Trustee - The Miriam Hospital
➕ On a Personal Note:
Jason live in East Greenwich, RI with his wife, Dana, their daughter, Ariana, and dog, Layla.
He's a frustrated tennis competitor, but lives for ping-pong (no, seriously).
Favorite Time Waster: Loves going down the YouTube rabbit hole; for hours on end.
Community Guy: Generous volunteer who helps several local boards with financial planning and advice. He loves teaching and mentoring new financial advisors in ways that get them excited. This stuff IS Jason’s passion and he loves giving back.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Analyst (CFA)
- Retirement Management Advisor (RMA)
Affiliations
-
CFA Institute
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- Fee Only Network
Primary Location
1300 Division Street suite 301, West Warwick, Rhode Island 02893, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary meet and greet. It's really simple. We'll begin with a 30 minute session so we can meet each other and see if we're a good match. No stress. No pressure. It's everyone's opportunity to get to know one another. This introductory meeting is NOT a sales pitch and it doesn't commit you to anything. You may want to sleep on it before making a decision. That's fine! And if you decide you need different services, we'll gladly refer you to another vetted advisor. We want what's best for you.Offers Investment Management
Yes
About our Firm
Eliot Rose Wealth Management is a fee-only financial planner located in East Greenwich, Rhode Island serving clients locally and around the country.We provide financial planning and investment management services to clients transitioning into or living in retirement. Eliot Rose serves clients as a fiduciary and never earns a commission of any kind.
Eliot Rose isn't like most other financial advisory firms. We focus 100% on retirement and are 100% fee-only. Sound refreshing? We hope so.
✅ Fiduciary: We put your financial interests first – not ours.
✅ Commission Free: We never charge commissions, ever.
✅ Retirement Focused: Our business is centered around your retirement.
All of our relationships begin with our financial planning engagement. We believe sound financial advice can only be provided after a deep understanding of your life.
And when we say deep understanding, we mean it. Our financial planning engagement consists of 12+ meetings compared to the industry average of 3.
Education
Emory University - Goizueta Business School, BBA, Consulting & Venture Management
Hobbies and Interests
- Family
- Tennis
- Volunteering
Who We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Living in Retirement
- Parents
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Thumbs up
✅ Wealthtender Certified Advisor Review™
May 29, 2023
Once we began working with the Eliot Rose team, we discovered how much we could learn from them about retirement planning. What we’ve appreciated most is how they’ve applied their knowledge and experience to our particulars. As a result, we have made all sorts of strategic decisions to position ourselves and our family for the future. Plus, it’s fun to work with Jason, Paul, and Kris. We do not hesitate to recommend the Eliot Rose team to others.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
April 23, 2023
We have been working with Jason, Paul, and Kris for nine months and all have been invaluable in planning, creating, and executing our retirement plan. Their professionalism, knowledge, and insights to financial planning, especially in this uncertain economic climate made it easier to fully understand our current financial snapshot and future wants and needs in retirement. We are very pleased with, and highly recommend the Elliot, Rose team!!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
August 24, 2022
Highly recommended for fee-only, unbiased financial advice. My wife and I worked with Jason and Paul over the course of a year, and they helped us set up a comprehensive investment plan. If you don’t know your way around finances and investments on your own, chances are Eliot Rose’s services will end up netting you far more money long term than their fee—in our case, it has already.
◼ Relationship to Financial Advisor:Former Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
August 3, 2022
I highly recommend Eliot Rose. Jason and Paul are great to work with. I feel so much more knowledgeable and confident about the planning for my retirement even in times as uncertain as these.
◼ Relationship to Financial Advisor:Former Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
July 19, 2022
Jason and Eliot Rose are on my short list of financial advisers that I strongly recommend. They are responsive, reliable, and treat every client as individuals based on their specific needs. If you are nearing retirement age and are looking for guidance to how and if you can transition to next phase of your life, please give them a call.
◼ Relationship to Financial Advisor:CPA
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
June 17, 2022
The team at Eliot Rose has been incredibly informative and supportive as we’ve worked through financial decisions. We are not the biggest clients, but we always feel like their top priority. They are kind, thoughtful and always quick to respond. And they walk us through every decision with the patience of saints. My husband and I were both freelancers in the event industry when COVID shut everything down. And because of their advice and preparation, we were able to live 18 months without work and without worry. We can’t thank them enough for their expert advice and for being so wonderful while they do it. We are in a better financial place than we’ve ever been. We would recommend them to anyone!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 1, 2022
Jason Siperstein & Eliot Rose is uniquely positioned to help those nearing or in “retirement”. I appreciate how they put “retirement” in quotations because it means different things to everyone. As a fellow fee-only financial planner, I’ve witnessed Jason’s work with clients that we have collaborated and highly recommend his services. They put an emphasis on someone’s life first and then help you align your financial decisions after. Retirement can be an intimidating transition for people and partnering with a firm like Eliot Rose can give you the confidence you need to “retire” in a responsible way.
◼ Relationship to Financial Advisor:Financial Advisor
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 1, 2022
Jason ,Paul and Kris were great to work with . All are very knowledgeable
and yet very personable. We are very pleased with everything they put together for our retirement plan. Jason and Paul explain everything in great detail. Everything was tailored to our needs .
They gave us great advice direction and piece of mind .
◼ Relationship to Financial Advisor:Former Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 1, 2022
My wife and I have had an outstanding experience with Eliot Rose. They take great care in understanding their clients’ entire life situation and work to tailor a financial plan that accommodates that situation. They are incredibly thorough, and their planning models are highly sophisticated. They are also very responsive and friendly. Finding Eliot Rose has changed our lives for the better!
◼ Relationship to Financial Advisor:Former Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 1, 2022
After our first visit with Jason and his team at Eliot Rose Wealth Management, my husband and I felt the weight off our shoulders.
Retirement planning seemed so scary to us.
However, the compassion and tools that Eliot Rose offered made all this so much easier!
I highly recommend this valuable service to everyone.
◼ Relationship to Financial Advisor:Former Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 1, 2022
The Eliot Rose team is a talented group of financial experts that are down to earth and make you feel like family. From our first visit, I felt like they had our best interest in mind with all suggestions. With their help and guidance I’m sure we will have a secure retirement.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
April 30, 2022
We’ve been working with Jason and Paul for about six months, now. We wanted a fiduciary who would give us their unbiased, professional opinion whether our retirement plans were on track. Happy to say we got all of that, and a whole lot more!!! The folks at Eliot Rose take a deep dive into their clients lives so they can understand the wholistic view of your situation. Some of the things we reviewed in the process: how you feel about your job, your attitude about money, your childhood perception of your family’s financial status, your “now” budget, your “wish list” budget, what you think your retirement looks like, etc. Then you get to the good stuff! Jason and Paul gave us an analysis of our retirement plan chance of success, a strategy for withdrawals from Social Security and 401ks, and educated us along the way about how choices we make today will affect our retirement. We highly recommend Eliot Rose to anyone who wants to truly understand their financial picture and know the truth about your retirement picture – good, bad or in between! They are so ingrained in our everyday financial decisions now, that when we recently were tempted to buy a house that came up for sale in our neighborhood, we reached out to Jason & Paul to find out if we were ruining our financial future by considering it! They quickly set up a call to go over the pros and cons of modifying our financial plan. They are super nice and fun to work with and we highly recommend the Eliot Rose team!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
April 5, 2022
Eliot Rose has been managing my money for just under a decade now. Both retirement and non-retirement accounts. They do an incredible job and offer sound financial strategies for all types of personal situations. I highly recommend them.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
February 14, 2022
Having worked with thousands of advisors in the last 25 years, Jason and his team stands out as one of the best I have ever come by.
◼ Relationship to Financial Advisor:Industry Thought Leader
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
February 12, 2022
I highly recommend Eliot Rose Financial Services. Jason, Paul, and Kris were all fantastic to deal with and gave my wife and I the answers we needed as we approach retirement. They made us feel like family right from the start and really listened to our concerns. They definitely answered all of our questions and put a plan in place that we can trust.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
January 21, 2022
Jason is an amazing financial advisor!
◼ Relationship to Financial Advisor:Planning Software Provider
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
January 21, 2022
My wife and I have been patrons of Eliot Rose Wealth Management, LLC for several years. I am a retired estate planning attorney and my wife is a retired nurse. In my personal life and my law practice I have had many dealings with investment advisers and counselors and none have come close to this organization in terms of the quality of their services, their professionalism and results achieved for our portfolio. They tailor their approach to the needs of the particular client(s). Jason applies his vast knowledge and experience to design a plan which is responsive to the prevailing economic climate and the twists and turns on the horizon. Paul is also a seasoned investment advisor who fortifies the efficacy of the particular plan and Kris assists in implementing the plan and follow up. We highly recommend Eliot Rose.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
January 13, 2022
The Eliot Rose Team: Jason Siperstein, Kris Sao Bento, and Paul McDermott, are a joy to work with. They were recommended to me by my accountant, Scott Libman, CPA, who has known the Siperstein family “Rhode Island style” as neighbors, growing up together and living nearby. They are known in the community, having been established here for a long time. That is important to me, for peace of mind.
The Team has been getting consistently high investment results, way beyond our expectations, through thoughtful planning and careful market watch. Although high returns have been common in the last few years, they prudently set up a balanced portfolio that can weather inevitable market changes. They consider investments that match my lifestyle and needs, and very importantly, my risk tolerance.
I feel confident that my investments are in good hands, as, The Team also considers the tax consequences of money management, which has increased my portfolio value.
This is a full service company, with a wide range of tools to help clients plan ahead. They offer thought-provoking questionnaires considering every aspect of life, for example, from having an up-to-date will, to planning lifestyle changes as one ages, when driving is no longer possible.
They are a very thoughtful and mindful people.
Thank you, Eliot Rose Team.
I give them my highest recommendation
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
December 28, 2021
We’ve had the pleasure of working with the Siperstein’s these past 25 years – first with Gary, Jason’s Dad, and now with Jason, Paul and Kris. The results have been excellent. They’ve worked diligently with us to develop a financial model that best expresses our needs and goals and is easy to modify as those needs change. We meet regularly ( Zoom in 2020-2021) to review and discuss their suggested changes. The meetings are always informative and pleasurable. We never feel rushed or pressured. Most importantly we completely trust in their integrity and expertise. Thank you Eliot Rose Team
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
December 24, 2021
Jason, Paul and team have been great to work with. They have taken the time to understand and analyze in detail each specific aspect of our financial journey. Their approach is not boilerplate or rushed, allowing for an engaged experience that is custom fit for each client. We are looking forward to a long term partnership with Eliot Rose.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
December 23, 2021
What has been so great about working with the Eliot Rose team is that they provide solid answers to the question “how much is enough.” Financial advisors in the path were always so maddeningly vague about how much I needed to save and how much I could spend.
The team has really given me that specific information that I can use to plan more effectively and feel more secure.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
December 10, 2021
I have had an excellent experience working with Jason and Paul at Eliot Rose. Their attentiveness and responsiveness resulted in a personalized management plan that addressed my individual needs and goals. They heard my questions (and anxiety) regarding retirment and I now feel confident in moving forward with the plan they developed with me. I look forward to continuing to work with and learn from them.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
December 2, 2021
Gamechanging – is how I describe working with Paul and Jason on our retirement plan. After 3 years of working together with them, we feel so confident in our financial future, and empowered by their approach to our short and long term goals and the roadmap to achieving them.
We have never felt connected to our financial consultants before, but Paul and Jason have been incredible listeners and have provided us with the tools and information we need to plan for a fun and secure future!
I can’t recommend them enough — and am so grateful we found them when we did!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
December 2, 2021
Jason, along with Paul and Kris, have provided me with invaluable guidance and advice as I entered the retirement phase of my life. They are an extremely professional, knowledgeable, trustworthy and compassionate group of individuals, who have made this transition, and all of the decisions retirement entails, so much easier for me. I am always treated with dignity and respect and I always feel at ease during conversations with Jason and his team. I feel very secure with the investment portfolio Jason has chosen to meet my specific needs and goals for the future and I appreciate the meetings he initiates throughout the year to review my account and answer any questions I may have.
I would not hesitate to recommend this firm to anyone in need of financial management!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
November 20, 2021
Jason and Paul helped us to realize that retirement is possible! Their knowledge and guidance gave us such peace of mind. We learned so much throughout our planning process and are so grateful to them. We look forward to a long relationship as we retire into the next chapter of our lives.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
November 17, 2021
Jason and Paul are a great help. They will walk you thru the steps of a financial plan and run different scenarios to help with decisions. Most importantly they can communicate this in a way that is understandable. A pleasure to work with.
◼ Relationship to Financial Advisor:Former Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
November 14, 2021
After years working with a planner from my employer’s retirement plan we felt unheard. We searched for a fiduciary and found Eliot Rose. Within a few months of working with Jason, Paul and Kris we were able to make concrete plans for our future. They listen and create plans for YOU. They respond quickly and with confidence in their advice. Highly recommend!!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
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