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Growing With Intention.

WealthMax Financial Group is a retirement planning firm based in Bristol, Rhode Island, serving families throughout Rhode Island and Massachusetts.

At WealthMax Financial Group, we believe in growing with intention, turning discipline and sacrifice into freedom. After years of hard work and dedication, you deserve a plan that honors the road you’ve traveled and the journey still ahead. We are committed to guiding you toward retirement with clarity and intention, meeting you where you are, honoring your journey, and designing a plan that reflects your values. Our mission is to help you transform your lifetime of work into lasting security, giving you the freedom, flexibility, and control to live the future you’ve envisioned and earned.

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Committed To Craftsmanship.

Meet The Team
Ed Botelho, President and Financial Planner, WealthMax Financial Group, Bristol RI

Ed Botelho

Founder & Financial Advisor

Confidence. Dignity. Freedom.

At WealthMax Financial Group, we believe your retirement should reflect the same pride and dedication you’ve carried through every stage of life. That’s why we create strategies designed to help you protect what you’ve earned, and give you the freedom to live with intention and flexibility to choose your own path. At our family office, success is not measured in numbers alone, but in the confidence, dignity, and freedom you carry into the future. Our mission is to help empower you with a custom-curated plan so that your legacy is secure and you have the independence to live your dreams in retirement.

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Honor the life you worked for.

As retirement planners serving Rhode Island and Massachusetts, we are committed to helping you retire with freedom and flexibility. Our expertise is rooted in straightforward guidance, careful planning, and a process built to honor the life you’ve worked for. We strive to provide personalized, relevant services such as retirement planning, insurance, tax efficiency, wealth preservation, and investment strategies through honest, transparent strategies. Our mission is to help transform your hard work into lasting stability so you can live the future you envision.

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