Richard Petrucci - CFP^®

Estate and Business Planning

100 William Street, Suite 300
Wellesley, MA 02481

Phone: (401)434-7560
Fax: (617)369-9040

Rick Petrucci focuses in the areas of estate planning, business succession planning,  financial planning, executive compensation planning, taxation, asset protection planning,  special needs planning, and elder law.  Rick’s creativity, experience, and resourcefulness enable him to work well with our clients and  their professional advisors in order to implement responsive solutions for financial objectives. 

Previously, Rick had been an estate planning attorney in private practice, an estate and business planning attorney with a national insurance company, and a tax lawyer with an international  accounting firm.  In addition to being an attorney, Rick is also a CERTIFIED FINANCIAL PLANNER™  certificant and a Certified Public Accountant.  Rick graduated from Bryant University with a B.S. in Business Administration (Accounting and  Finance) in 1988 and from Hofstra University School of Law in 1991. 

Rick is a member and past Co-Chairperson of the Probate & Trust Committee of the R.I. Bar  Association; a member and past Chairperson of the Financial Planning Association, Rhode  Island Chapter; and a member of the Estate Planning Council of Rhode Island, the R.I. Society of  Financial Service Professionals, and the Parish Finance Council of Holy Apostles Church in  Cranston, Rhode Island. 

Rick is frequently quoted in national and local publications, including Forbes, MarketWatch, and  Providence Business News.

New England Financial does not offer tax or legal advice. Please consult with your own advisors for such guidance.