Joseph Kolb, CFP®

CERTIFIED FINANCIAL PLANNER®

Providing expert, ethical advice backed by the industry's most rigorous financial planning certification. I apply advanced technical knowledge to ensure every strategy is built on a foundation of excellence.

18 Years of Experience

Having navigated nearly two decades of market cycles, I offer the steady hand and deep insight needed to manage wealth through any economic climate. My experience translates into clarity and confidence for your future.

Empathetic Client Advocate

Beyond the numbers, I am dedicated to listening deeply to your concerns and acting as a tireless champion for your financial well-being. My goal is to reduce the stress of financial decision-making by providing a supportive, judgment-free environment.
Joseph Kolb, CFP®

Doing What I Love

I come from a proud military family, with my father being an Air Force veteran and my mother being a devoted stay-at-home mom who raised four children. As a military brat, I had the opportunity to live in various locations such as Germany, Montana, and Rhode Island.

My passion for financial planning led me to pursue higher education, earning a bachelor’s degree in business studies from Southern New Hampshire University and the CERTIFIED FINANCIAL PLANNER™ designation from Bryant University.

To gain practical experience, I joined a large, registered investment advisory firm where I spent almost five years working my way up from Associate to Director of Financial Planning and the magnitude of real-world experience gained was invaluable. However, I desired to focus my time exclusively on clients, which led me to start Wickford Wealth Management in 2012. Since then, I have had the pleasure of helping over 75 families achieve their financial goals, doing what I love.

I currently reside in Wickford with my wife Carrie and our two Brussels Griffons, Georgina and Theodore. My office is located in downtown Wickford, and I believe the best financial relationships start with genuine conversation—whether that's in my office or at a local coffee shop. I'd be honored to learn about what matters most to you and your family.