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Welcome to WhaleRock


WhaleRock is an SEC registered investment advisor (RIA) headquartered in Providence, Rhode Island with clients throughout the United States. Founded over a decade ago┬áto help a small group of high net worth families achieve their wealth management goals, WhaleRock has grown to manage and consult on over $600 million in assets. Through a multidisciplinary investment approach focused on risk management, the firm is committed to preserving client wealth while identifying investment opportunities suitable to each client’s long term financial goals.


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