About:

Protegro, Inc. is a boutique retirement consulting and insurance firm headquartered in Massachusetts, serving the specific needs of pre-retirees or soon to be retired investors. Our mission is to help our clients stay in control of their money so they can focus on what they value most! See below for services we provide.

About Wendy Pyne

Wendy Pyne is an investment advisor representative of Protegro, Inc. a registered investment advisor in Massachusetts. She specializes in insurance and risk management. A financial services industry professional for over 20 years, she is passionate about creating strategies that are flexible to change as your needs change.

When she is not in the office helping her clients or volunteering her time, Wendy and her husband are busy raising chickens, cats, and kids (not necessarily in that order), enjoys a wide range of hobbies and activities, including hiking and traveling.

About Charles Allaire

Charles Allaire is an insurance advisor, soon to be a financial advisor. After a successful career in public teaching, Charles was inspired by the compassion of his financial planner to pursue a new path as a financial planner. With a passion for helping others and a talent for numbers, he brings a unique perspective to the field, with a deep understanding of the importance of financial education and the ability to communicate complex concepts in an accessible way.

Charles lives in Bristol, RI with his wife and daughter. In addition to his passion to help educate people on improving their financial well-being, he has a significant passion for coaching football. With all these different responsibilities, in his free time, Charles enjoys fishing in Buzzards Bay and Narragansett Bay.

Services We Provide:

  • Financial Planning

  • Investment Planning

  • Insurance Planning

  • Retirement Income Planning

  • Budgeting

  • Debt Elimination Strategies