747 Aquidneck Avenue, Suite 1
Middletown, RI 02842 t: 401.849.9313
Wealth Management in Middletown, Rhode Island
Savant Wealth Management is a majority employee-owned, fee-only firm. We offer investment management, financial planning, and retirement plan services to financially established individuals and institutions in Middletown, Rhode Island, and across the nation.
Whether you’re strategizing for retirement or simply pursuing your ideal future, Savant’s Wise Counsel is by your side.
We typically work with clients who have at least $750,000 in assets. That said, we also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains. Schedule a consultation today!
bool(false)
array(8) {
[0]=>
object(WP_Post)#7698 (24) {
["ID"]=>
int(47486)
["post_author"]=>
string(1) "9"
["post_date"]=>
string(19) "2025-05-01 11:34:55"
["post_date_gmt"]=>
string(19) "2025-05-01 16:34:55"
["post_content"]=>
string(1768) "Dan is a managing partner and financial advisor in Savant’s Middletown, RI office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional, Dan is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, he is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential, issued by the American Institute of Certified Public Accountants (AICPA).
Dan has been involved in the financial services industry since 1982. He founded Corrigan Financial in 1989 and served as its principal shareholder until it joined with Savant in 2025. Prior to founding Corrigan, he practiced as a CPA with the accounting firms of Ernst & Whinney (now Ernst & Young) and Rooney, Plotkin & Willey, CPAs.
Dan is a member of the AICPA, the Rhode Island Society of Certified Public Accountants (RISCPA), and the Financial Planning Association of Rhode Island. He serves as a trustee of St. Barnabas Church in Portsmouth, RI, as a trustee of the Boys and Girls Club of Newport County, as a trustee of Newport Hospital Foundation, and on the Portsmouth Economic Development Committee.
Dan earned a master of business administration (MBA) degree and a bachelor of science in business administration degree, both from the University of Rhode Island.
Born and raised in Newport County, Dan and his wife Celine are blessed with big families and many close friends. Not surprisingly, their priorities and activities have always been centered around family, friends, and community."
["post_title"]=>
string(18) "Daniel G. Corrigan"
["post_excerpt"]=>
string(0) ""
["post_status"]=>
string(7) "publish"
["comment_status"]=>
string(6) "closed"
["ping_status"]=>
string(6) "closed"
["post_password"]=>
string(0) ""
["post_name"]=>
string(17) "daniel-g-corrigan"
["to_ping"]=>
string(0) ""
["pinged"]=>
string(0) ""
["post_modified"]=>
string(19) "2025-05-13 14:01:55"
["post_modified_gmt"]=>
string(19) "2025-05-13 19:01:55"
["post_content_filtered"]=>
string(0) ""
["post_parent"]=>
int(0)
["guid"]=>
string(57) "https://savantwealth.com/?post_type=employee&p=47486"
["menu_order"]=>
int(0)
["post_type"]=>
string(8) "employee"
["post_mime_type"]=>
string(0) ""
["comment_count"]=>
string(1) "0"
["filter"]=>
string(3) "raw"
}
[1]=>
object(WP_Post)#11865 (24) {
["ID"]=>
int(47590)
["post_author"]=>
string(1) "9"
["post_date"]=>
string(19) "2025-05-02 13:23:14"
["post_date_gmt"]=>
string(19) "2025-05-02 18:23:14"
["post_content"]=>
string(980) "Dan is a financial advisor in Savant’s Middletown, RI office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management AnalystSM (CIMA®), Dan is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Dan has been involved in the financial services industry since 2015. He was an investment advisor for Corrigan Financial from 2015 until it joined with Savant in 2025. Prior to joining Corrigan, he worked for the law firm of Morgan Lewis.
Dan earned a bachelor of science degree in finance from Stonehill College in Easton, MA. He serves on the board of directors of the Newport County YMCA.
Outside of work, Dan enjoys golfing and spending time with his family and friends."
["post_title"]=>
string(18) "Daniel T. Corrigan"
["post_excerpt"]=>
string(0) ""
["post_status"]=>
string(7) "publish"
["comment_status"]=>
string(6) "closed"
["ping_status"]=>
string(6) "closed"
["post_password"]=>
string(0) ""
["post_name"]=>
string(17) "daniel-t-corrigan"
["to_ping"]=>
string(0) ""
["pinged"]=>
string(0) ""
["post_modified"]=>
string(19) "2025-05-02 13:23:14"
["post_modified_gmt"]=>
string(19) "2025-05-02 18:23:14"
["post_content_filtered"]=>
string(0) ""
["post_parent"]=>
int(0)
["guid"]=>
string(57) "https://savantwealth.com/?post_type=employee&p=47590"
["menu_order"]=>
int(0)
["post_type"]=>
string(8) "employee"
["post_mime_type"]=>
string(0) ""
["comment_count"]=>
string(1) "0"
["filter"]=>
string(3) "raw"
}
[2]=>
object(WP_Post)#11870 (24) {
["ID"]=>
int(47490)
["post_author"]=>
string(1) "9"
["post_date"]=>
string(19) "2025-05-01 10:19:54"
["post_date_gmt"]=>
string(19) "2025-05-01 15:19:54"
["post_content"]=>
string(1535) "Jeff is a financial advisor in Savant’s Middletown, RI office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Jeff is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Jeff has been involved in the financial services industry since 2018. He worked in the financial planning group for Corrigan Financial from 2019 until it joined with Savant in 2025. Prior to joining Corrigan, he was an audit associate with CBIZ & MHM in Boston.
Jeff is a member of the American Institute of Certified Public Accountants (AICPA), the Rhode Island Society of Certified Public Accountants (RISCPA), and the Financial Planning Association of Rhode Island. He has served on the board of directors and finance committee for The Boys & Girls Club of Newport County since 2014.
Jeff earned a bachelor of science in business administration degree, graduating summa cum laude, and a master of science (MS) in accounting degree, both from the University of Rhode Island.
Jeff and his wife Marie live in Newport, RI with their dog, Maho. He is a big Red Sox and Boston sports fan. He enjoys spending time with friends and family, cooking, traveling (specifically to St. John in the U.S. Virgin Islands), and days on the local golf courses."
["post_title"]=>
string(17) "Jeffrey T. Grimes"
["post_excerpt"]=>
string(0) ""
["post_status"]=>
string(7) "publish"
["comment_status"]=>
string(6) "closed"
["ping_status"]=>
string(6) "closed"
["post_password"]=>
string(0) ""
["post_name"]=>
string(16) "jeffrey-t-grimes"
["to_ping"]=>
string(0) ""
["pinged"]=>
string(0) ""
["post_modified"]=>
string(19) "2025-05-16 17:01:57"
["post_modified_gmt"]=>
string(19) "2025-05-16 22:01:57"
["post_content_filtered"]=>
string(0) ""
["post_parent"]=>
int(0)
["guid"]=>
string(57) "https://savantwealth.com/?post_type=employee&p=47490"
["menu_order"]=>
int(0)
["post_type"]=>
string(8) "employee"
["post_mime_type"]=>
string(0) ""
["comment_count"]=>
string(1) "0"
["filter"]=>
string(3) "raw"
}
[3]=>
object(WP_Post)#11871 (24) {
["ID"]=>
int(47478)
["post_author"]=>
string(1) "9"
["post_date"]=>
string(19) "2025-05-01 09:59:33"
["post_date_gmt"]=>
string(19) "2025-05-01 14:59:33"
["post_content"]=>
string(1671) "Andre is a managing partner and financial advisor in Savant’s Middletown, RI office. He has a membership interest in Savant.
Andre provides comprehensive wealth management services to individuals, families, and corporations.
As a Certified Public Accountant (CPA) with the Personal Financial Specialist (PFS) credential issued by the American Institute of Certified Public Accountants (AICPA), and as an Accredited Estate Planner® (AEP®), Andre is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, individual income tax planning, insurance needs analyses, debt management, and education funding.
Andre has been involved in the financial services industry since 1997. He served as partner responsible for financial planning and tax services for Corrigan Financial from 1997 until it joined with Savant in 2025. Prior to joining Corrigan Financial, he spent 10 years in public accounting.
Andre is a corporator of Newport Hospital. He is a member of the AICPA, the Rhode Island Society of Certified Public Accountants (RISCPA), the Financial Planning Association of Rhode Island, and the Estate Planning Council of Rhode Island (EPCRI).
Andre earned a bachelor of science degree in accounting from Salve Regina University in Newport, RI and a master of science in taxation (MST) degree with concentration in financial planning from Bentley College in Waltham, MA.
Andre and his wife Beth have two children, Max and Alex. He enjoys playing golf, running, traveling, and spending time with his family."
["post_title"]=>
string(15) "Andre Khalfayan"
["post_excerpt"]=>
string(0) ""
["post_status"]=>
string(7) "publish"
["comment_status"]=>
string(6) "closed"
["ping_status"]=>
string(6) "closed"
["post_password"]=>
string(0) ""
["post_name"]=>
string(15) "andre-khalfayan"
["to_ping"]=>
string(0) ""
["pinged"]=>
string(0) ""
["post_modified"]=>
string(19) "2025-05-01 13:31:12"
["post_modified_gmt"]=>
string(19) "2025-05-01 18:31:12"
["post_content_filtered"]=>
string(0) ""
["post_parent"]=>
int(0)
["guid"]=>
string(57) "https://savantwealth.com/?post_type=employee&p=47478"
["menu_order"]=>
int(0)
["post_type"]=>
string(8) "employee"
["post_mime_type"]=>
string(0) ""
["comment_count"]=>
string(1) "0"
["filter"]=>
string(3) "raw"
}
[4]=>
object(WP_Post)#11869 (24) {
["ID"]=>
int(47492)
["post_author"]=>
string(1) "9"
["post_date"]=>
string(19) "2025-05-01 10:28:08"
["post_date_gmt"]=>
string(19) "2025-05-01 15:28:08"
["post_content"]=>
string(1480) "Max is a financial advisor in Savant’s Middletown, RI office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant (CPA), Max is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Max has been involved in the financial services industry since 2018. He worked in the financial planning group for Corrigan Financial from 2022 until it joined with Savant in 2025. Prior to joining Corrigan, he worked in public accounting for five years as an audit manager with Ernst & Young in New York City, auditing asset management companies.
Max is a member of the American Institute of Certified Public Accountants (AICPA), the Rhode Island Society of Certified Public Accountants (RISCPA), the Financial Planning Association (FPA), and the Planned Giving Advisory Council for Lifespan hospitals.
Max earned a bachelor of science degree in business administration and a master of business administration (MBA) degree, both from the University of Rhode Island.
Max enjoys spending time with family and friends, playing golf, and traveling. He is an avid fan of the Boston Red Sox, Boston Celtics, and New Orleans Saints. During the summer, you can find him at the beaches of Newport, RI."
["post_title"]=>
string(20) "Maxwell A. Khalfayan"
["post_excerpt"]=>
string(0) ""
["post_status"]=>
string(7) "publish"
["comment_status"]=>
string(6) "closed"
["ping_status"]=>
string(6) "closed"
["post_password"]=>
string(0) ""
["post_name"]=>
string(19) "maxwell-a-khalfayan"
["to_ping"]=>
string(0) ""
["pinged"]=>
string(0) ""
["post_modified"]=>
string(19) "2025-05-01 13:32:16"
["post_modified_gmt"]=>
string(19) "2025-05-01 18:32:16"
["post_content_filtered"]=>
string(0) ""
["post_parent"]=>
int(0)
["guid"]=>
string(57) "https://savantwealth.com/?post_type=employee&p=47492"
["menu_order"]=>
int(0)
["post_type"]=>
string(8) "employee"
["post_mime_type"]=>
string(0) ""
["comment_count"]=>
string(1) "0"
["filter"]=>
string(3) "raw"
}
[5]=>
object(WP_Post)#11868 (24) {
["ID"]=>
int(47494)
["post_author"]=>
string(1) "9"
["post_date"]=>
string(19) "2025-05-01 10:34:52"
["post_date_gmt"]=>
string(19) "2025-05-01 15:34:52"
["post_content"]=>
string(1270) "Sean is a financial advisor in Savant’s Middletown, RI office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management AnalystSM (CIMA®), Sean is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Sean has been involved in the financial services industry since 1999. He worked in the investment advisory group for Corrigan Financial from 2022 until it joined with Savant in 2025. Prior to joining Corrigan, he was an institutional sales trader for a global financial services firm. Before entering the financial service industry, Sean realized his childhood dream and was blessed to play professional baseball for eight years with the Milwaukee Brewers, the Los Angeles Dodgers, and the Baltimore Orioles.
Sean earned a bachelor of science degree in business administration from Georgetown University.
Sean’s greatest joy has been raising his children Ryan, Brett, Evan, and Kate. In his free time, he enjoys working in his yard and playing golf and tennis."
["post_title"]=>
string(15) "Sean P. Maloney"
["post_excerpt"]=>
string(0) ""
["post_status"]=>
string(7) "publish"
["comment_status"]=>
string(6) "closed"
["ping_status"]=>
string(6) "closed"
["post_password"]=>
string(0) ""
["post_name"]=>
string(14) "sean-p-maloney"
["to_ping"]=>
string(0) ""
["pinged"]=>
string(0) ""
["post_modified"]=>
string(19) "2025-05-16 17:00:56"
["post_modified_gmt"]=>
string(19) "2025-05-16 22:00:56"
["post_content_filtered"]=>
string(0) ""
["post_parent"]=>
int(0)
["guid"]=>
string(57) "https://savantwealth.com/?post_type=employee&p=47494"
["menu_order"]=>
int(0)
["post_type"]=>
string(8) "employee"
["post_mime_type"]=>
string(0) ""
["comment_count"]=>
string(1) "0"
["filter"]=>
string(3) "raw"
}
[6]=>
object(WP_Post)#11867 (24) {
["ID"]=>
int(47496)
["post_author"]=>
string(1) "9"
["post_date"]=>
string(19) "2025-05-01 10:41:46"
["post_date_gmt"]=>
string(19) "2025-05-01 15:41:46"
["post_content"]=>
string(1336) "Andy is a financial advisor in Savant’s Middletown, RI office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management AnalystSM (CIMA®), Andy is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Andy has been involved in the financial services industry since 1990. He was the Chief Compliance Officer and an investment advisor for Corrigan Financial from 2011 until it joined with Savant in 2025. Prior to joining Corrigan, he was a vice president and executive relationship manager for a global financial services firm.
Andy is a member of the Financial Planning Association of Rhode Island and the American Diabetes Association New England Office.
Andy earned a bachelor of science degree in finance from the Carroll School of Management at Boston College and a master of business administration (MBA) degree from Babson College in Wellesley Hills, MA.
Outside of work, Andy enjoys outdoor activities, especially fishing and golfing, and spending time with family and friends. He and his wife Lisa have three children."
["post_title"]=>
string(17) "Andrew J. Parsons"
["post_excerpt"]=>
string(0) ""
["post_status"]=>
string(7) "publish"
["comment_status"]=>
string(6) "closed"
["ping_status"]=>
string(6) "closed"
["post_password"]=>
string(0) ""
["post_name"]=>
string(16) "andrew-j-parsons"
["to_ping"]=>
string(0) ""
["pinged"]=>
string(0) ""
["post_modified"]=>
string(19) "2025-05-01 13:33:35"
["post_modified_gmt"]=>
string(19) "2025-05-01 18:33:35"
["post_content_filtered"]=>
string(0) ""
["post_parent"]=>
int(0)
["guid"]=>
string(57) "https://savantwealth.com/?post_type=employee&p=47496"
["menu_order"]=>
int(0)
["post_type"]=>
string(8) "employee"
["post_mime_type"]=>
string(0) ""
["comment_count"]=>
string(1) "0"
["filter"]=>
string(3) "raw"
}
[7]=>
object(WP_Post)#11866 (24) {
["ID"]=>
int(47499)
["post_author"]=>
string(1) "9"
["post_date"]=>
string(19) "2025-05-01 10:50:48"
["post_date_gmt"]=>
string(19) "2025-05-01 15:50:48"
["post_content"]=>
string(1688) "Ralph is a financial advisor in Savant’s Middletown, RI office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Special Needs Consultant® (ChSNC®), Ralph is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, he is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential, issued by the American Institute of Certified Public Accountants (AICPA).
Ralph has been involved in the financial services industry since 1997. He worked in the financial planning group for Corrigan Financial from 2007 until it joined with Savant in 2025. Prior to joining Corrigan, he was self-employed as a financial consultant and tax practitioner and worked in the budget office for the Providence School Department.
Ralph is an active member of the AICPA, the Rhode Island Society of Certified Public Accountants (RISCPA), the Financial Planning Association of Rhode Island, and the Estate Planning Council of Rhode Island.
Ralph earned a bachelor of science degree in accounting from Bryant University in Smithfield, RI and a master of business administration (MBA) degree from Providence (RI) College.
Ralph lives in N. Kingstown, RI and is the proud father of two daughters, Emilia and Giuliana. Among his many interests, he enjoys spending time with family and friends, being outdoors, golfing, and cooking, and is an avid Providence College Friar basketball fan."
["post_title"]=>
string(18) "Ralph T. Salvatore"
["post_excerpt"]=>
string(0) ""
["post_status"]=>
string(7) "publish"
["comment_status"]=>
string(6) "closed"
["ping_status"]=>
string(6) "closed"
["post_password"]=>
string(0) ""
["post_name"]=>
string(17) "ralph-t-salvatore"
["to_ping"]=>
string(0) ""
["pinged"]=>
string(0) ""
["post_modified"]=>
string(19) "2025-05-01 13:34:48"
["post_modified_gmt"]=>
string(19) "2025-05-01 18:34:48"
["post_content_filtered"]=>
string(0) ""
["post_parent"]=>
int(0)
["guid"]=>
string(57) "https://savantwealth.com/?post_type=employee&p=47499"
["menu_order"]=>
int(0)
["post_type"]=>
string(8) "employee"
["post_mime_type"]=>
string(0) ""
["comment_count"]=>
string(1) "0"
["filter"]=>
string(3) "raw"
}
}
string(13) "middletown-ri"
Getting ready to retire? Get our guidebook that can help you plan with confidence.
Financial Advisor Evaluation Checklist
Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs.
Upcoming Live Webinars
Our webinars are a great way to stay informed and take control of your financial future.
Retirement Readiness Challenge
In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!
Ideal Futures® Financial Health Assessment
Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.
How Can We Help?
Whether you have questions or wish to explore a partnership with Savant, we’re here to listen. Share a few details with us, and a member of our team will be in touch soon to start the conversation.