For the 5th year in a Row - Christopher P. Yalanis has been recognized by Forbes/Shook as one of the Top Wealth Advisors in the State of Rhode Island 2018, 2019, 2021, 2022 and 2023.

The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Your Priorities. Our Focus.

Wealth management planning is personal and needs a customized approach—one that is flexible and grows with you as your needs change over the years. We work with a select group of individuals, families, businesses and non-profits to provide clear and comprehensive wealth management services. We are rigorous problem solvers and are committed to helping clients with their complex financial issues. Our services include:

Personal Wealth Management

Providing comprehensive wealth and retirement planning incorporating insurance, Trust and estate planning, investment strategies and more. LEARN MORE

Business Services

Helping businesses develop a comprehensive plan that takes into consideration tax-efficient investments, cash flow, insurance and risk strategies, and your corporate retirement plans. LEARN MORE 

Non-Profit Services

Ensuring your organization fulfills its fiduciary duty with investment reviews, prudent portfolio management and guided investment decision making. LEARN MORE

Yalanis Private Wealth Management Group

As a knowledgeable private wealth manager in Rhode Island, Christopher Yalanis and his team draw on their unique experience, disciplined approach and creative solutions to create personalized wealth strategies.

Pillars of our practice

Having served many seasons of our clients’ lives, we’ve learned that wealth planning is more than managing money. We’ve built our practice on being financial guides for life and a team you can count on.

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How We Believe We Add Value For You

We advocate for your success and are dedicated to ensuring that your needs are always our priority. The Yalanis Private Wealth Management Group is a team of curious and passionate learners who strive to always add value for you.

AAA Advanced Planning Stock-1223789411.jpgADVANCED PLANNING

Your tailored wealth plan is at the center of everything we do. It provides the academic basis for all of our investment decision making. LEARN MORE 

AAA-iStock-485938198-O2--copy.jpgTEAM APPROACH

We take full advantage of our diverse talents to provide best-in-class service in every aspect of wealth management. LEARN MORE 

AAA iStock-137925943 copy.jpgINVESTMENT COUNSEL

We believe in personalized guidance and financial education designed so we believe you always know where you stand in reaching your goals. Designed financial education allows you to gain greater financial confidence. LEARN MORE 

AAA iStock-629984838 copy.jpgNETWORK OF PROFESSIONALS

We coordinate with your key providers including accountants, estate planners, attorneys and other trusted professionals. We will quarterback your entire financial team to support your family or organization’s financial goals. LEARN MORE  

We start with your life, and plan around it.