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401-287-3280

jaden.bauch@prudential.com

475 Kilvert St. Suite 135 Warwick, RI 02886

The Financial Palette is a Rhode Island–based comprehensive financial planning firm serving clients nationwide.

We provide personalized financial planning and investment management to help clients build lasting financial confidence and a life aligned with their goals and values. With particular expertise in creative careers, we understand the unique financial challenges and opportunities artists and self-employed professionals face.

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LPL Enterprise Form CRS

Check the background of this investment professional associated with this site on FINRA’s BrokerCheck.

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial.

Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under “Prudential.” LPL Enterprise and LPL Financial are not affiliated with Prudential or The Financial Palette.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any LPL Enterprise Form CRS: https://www.lpl.com/lpl-enterprise.html

FINRA’s Broker Check: https: //brokercheck.finra.org/

FINRA: www.finra.org/

SIPC: https://www.sipc.org/