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Discover the Royal Difference –Your Partner for a Bright Financial Future

Discover the Royal Difference –Your Partner for a Bright Financial Future

Embrace your future with our innovative solutions, which are tailored to your unique needs and empower you to attain financial harmony and make your financial picture whole.

Let’s Get Started
Discover the Royal Difference–Your Partner for a Bright Financial Future

Discover the Royal Difference–Your Partner for a Bright Financial Future

Embrace your future with our innovative solutions, which are tailored to your unique needs and empower you to attain financial harmony and make your financial picture whole.

Learn more
Discover the Royal Difference–Your Partner for a Bright Financial Future

Discover the Royal Difference–Your Partner for a Bright Financial Future

Embrace your future with our innovative solutions, which are tailored to your unique needs and empower you to attain financial harmony and make your financial picture whole.

Learn more

Wealth Management, Tailored To You

Let’s Make Your Financial Situation Whole

We are committed to revolutionizing the way you approach finances. With a focus on innovation and a dedication to delivering exceptional results, we provide comprehensive financial solutions tailored to meet your unique needs and goals. We want you to feel supported and we are here to guide you so that you can enjoy your journey toward financial wholeness.

We work with a diverse range of people, with a particular focus on guiding medical professionals and business owners. Led by Rulla Nehme Pontarelli, our team of experienced professionals has a deep understanding of the ever-evolving financial landscape to offer forward-thinking strategies that pave the way for your success.

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Our Process

Embark on a transformative journey towards financial wholeness with us as your guide.

Connect

Connect

Open and transparent communication is the bedrock of a strong relationship. So, our partnership begins with us getting to know one another and working to build a foundation of trust and understanding.

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Discover

Discover

Through in-depth discussions, we confidentially gather essential information from you, including your unique goals, objectives, and aspirations, to gain a comprehensive understanding of your financial needs.

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Analyze

Analyze

Our team conducts a thorough analysis of your financial picture, carefully assessing your current assets, liabilities, income, and expenses, to identify areas of opportunity and potential challenges.

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Advise

Advise

Drawing upon our experience, we develop personalized financial planning recommendations and alternatives, tailored to address your specific circumstances and help you achieve your desired outcomes.

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Implement

Implement

Once you approve the planning recommendations, we work diligently to put them into action, ensuring a seamless implementation process and providing you guidance and support every step of the way.

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Monitor

Monitor

Our partnership does not end with putting your plan in motion. We continuously monitor the progress of the plan, making necessary adjustments as circumstances evolve. Our goal is to be consistently exceeding your expectations of what you thought personalized service could be.

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Meet Our Team

Rulla Pontarelli

Rulla Nehme Pontarelli CFP®, ChFC®, CASL®

Managing Partner & Certified Financial Plannerâ„¢

401-691-4145

401-739-9129

Al Cumplido

Al Cumplido, CFA®

Director of Investment Strategy

401-691-4179

401-739-9129

Marcin Krolikowski

Marcin Krolikowski, PhD, CFA®

Co-Head of Investment Strategy

401-691-4181

401-739-9129

Andrea Lavigne

Andrea Lavigne

Executive Assistant & Operations Manager

401-691-4147

401-739-9129

Samantha  Crompton

Samantha H. Crompton

Front Office Assistant & Marketing Manager

401-691-4115

Resource Center

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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