Our investment philosophy is that of employing strategic asset allocation coupled with a tactical overlay to take advantage of short-term market trends.
Relationships with our clients are of the utmost importance. Our clients can count on us to provide professional, unbiased service and advice.
In handling taxation matters we strive to uphold the highest standards of accuracy and effectiveness when applying tax codes.
M.W. Aragao is one of the premier and fastest growing investment management and taxation firms in the Northeast. We are committed to helping our clients improve all aspects of their financial life. Our wide array of services are designed to educate and help our clients achieve their goals. We pride ourselves on the excellence in performance we strive for as well as the level of commitment we have from our clients.
We encourage you to explore our site and learn more about us as well as the services we provide. Should you have any questions or would like more information about us, please feel free to email us or call us at (401) 475-7570. We look forward to hearing from you.
If you would like to schedule an income tax preparation appointment, please click here.
We are an independent firm that provides a comprehensive range of personalized investment management and taxation services. We are a registered investment adviser under the Investment Advisers Act of 1940. Our offices are located in Cumberland, RI. We have a nationally diversified clientele that includes.individuals, families, corporations, trusts and estates.
The market is dynamic and ever changing. Here is a snapshot of some of the more popular market barometers and precious commodities..
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