A track record of success…
Financial decisions are always about more than money, and Bill's quiet confidence – a combination of financial expertise gleaned from more than three decades in the industry and genuine empathy – will help you to shut out the market noise, listen to your heart and focus on what you need to do to reach your goals.
Bill enjoys helping clients realize their dreams and is fond of saying, “We define and measure the success of the firm by our clients’ successes.”
Bill views his background in risk management, tax and financial planning as the prelude to the more holistic approach he has adopted with Financial Life Planning. Dedicated to ongoing learning, he completed advanced training at the Kinder Institute of Life Planning, undertaking the same profound reflection he encourages you to embrace. Above all, Bill listens because he understands that all successful financial strategies must directly support your goals.
“Most of us don't have the vision, discipline or sheer stamina to keep our dreams alive through 20 or 30 years of the daily grind,” Bill says. “Too many people lose their sense of purpose. That’s one of the ways the Financial Life Planning process can help.”
A Certified Financial Planner® professional who earned the right to use the CFP® mark of distinction in 1988, Bill formed W.A. Entwistle and Associates in 1991. In 2005, he converted the practice to a fee-only model to fully align his goals and success with those of his clients. His firm is a Registered Investment Adviser (RIA) with the State of Rhode Island. In 2010, Bill re-branded his firm, adopting a new name to reflect his holistic commitment to serving his clientele: Entwistle Financial Life Planning.
Bill holds a BS in Finance from the University of Rhode Island. Active in his profession, he is a member of the Financial Planning Association, Kinder Institute of Life Planning and his local Chamber of Commerce.
Bill and his wife Carla, live in Wakefield, Rhode Island. They have two adult children. In his free time, Bill enjoys spending time with his family, along with travel, music, tennis, kayaking and reading.