Investment Strategies
Over the last couple of decades, we have helped our clients with everything from financial planning and wealth management solutions to starting college funds for their children and/or grandchildren. We use a process of listening to our clients concerns and use our experience to build an investment portfolio that will meet our clients’ needs and help manage risk.
Through constant contact and communication, we work with our clients to review and adjust to constant changes in the markets and their lives to keep the portfolios balanced and driven toward our client’s long-term strategy.
Financial Planning
Planning is the one thing that most people don’t want to do. At RWM, we believe that a personal financial plan is the most important place to start because every part of it effects the others. Making the complex simple is our process.
- Assessment: A review of your financial life.
- Answers: Deliver solutions to help you reach your goals.
- Execution: Implement, modify as needed, review and monitor progress.
We understand the job is not done when the plan is finalized. We coach our clients throughout the process, adjusting when necessary, adapting to changes so the plan remains on target.
Our mission is to help you achieve your goals.
Additional Family Services
Through constant contact and communication, we focus on our clients cares and concerns. As we work together toward your goals other issues will come up. We are always ready to help you with many of your questions, such as:
Is my 401k properly allocated?
Do I have enough life insurance?
Will I need long term care insurance?
Do I have the right type of retirement plan for my business?