About Us

Our Philosophy

Athena Legacy Solutions helps clients who are facing a change in their financial situation navigate their way through it. Most financial advisory firms either concentrate on products or do planning that is simply a projection of where you are today. As long as nothing big changes, that kind of planning is fine. But a significant change takes some special skills.

Our unique “Life Vision” process will help you envision the new life you want to create, determine what resources are necessary and how best to organize them, and help you navigate your way to the future you want to achieve.

Whether it be leaving your job unexpectedly or earlier than you had originally thought, changing careers, going through a divorce, losing a spouse, or any other significant life event that affects your finances, our life vision process will help you feel more confident, less overwhelmed, and better prepared to make the decisions to get you through it.

Change can be scary. We look forward to making it easier, maybe even exciting.

Story of our Logo

Janet Goulart

Retirement Income Certified Professional^®
Certification in Long-Term Care^®
Life Underwriter Training Council Fellow^®

Nicole Noble

Client Service Concierge

Athena Legacy Solutions, LLC

25 First Avenue | East Greenwich, RI 02818 | P: 401.541.5100 | F: 401.223.4833 | E: Click here

This communication is strictly intended for individuals residing in the states of CT, FL, MA, ME, NC, NH, NV, RI, UT, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Athena Legacy Solutions are not affiliated. The information being provided is strictly as a courtesy.

When you link to any of these web-sites provided herein, Athena Legacy Solutions makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Athena Legacy Solutions