Client Login
Menu
Home
About
Our Process
Our Philosophy
Who We Serve
Our Team
Team Member Bios
New to LPL or Former Client of our Advisors?
How to Get Started
Services and Pricing
What Our Clients Have to Say
Blog
Resources
Retirement
Estate
Investment
Insurance
Tax
Money
Lifestyle
Glossary
Tax Resources
Contact
Client Login
Global Portfolio Strategy | September 2025
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:6143924869'>614-392-4869</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">575 Copeland Mill Road</p> <p class="moonlight-address2">Suite 2E</p> <p> <span class="moonlight-city">Westerville,</span> <span class="moonlight-region">OH</span> <span class="moonlight-postalcode">43081</span> </p> </div> <a href="mailto:info@rwmwealth.com" itemprop="email"> info@rwmwealth.com </a> </div> <div class="c-socialMedia"> <a href="https://www.facebook.com/RWMWealthAdvisors/" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i> </a> <a href="https://www.linkedin.com/company/rwm-wealth-advisors" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.rwmwealth.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.rwmwealth.com/resource-center/investment" >Investment</a></li><li><a href="https://www.rwmwealth.com/resource-center/estate" >Estate</a></li><li><a href="https://www.rwmwealth.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.rwmwealth.com/resource-center/tax" >Tax</a></li><li><a href="https://www.rwmwealth.com/resource-center/money" >Money</a></li><li><a href="https://www.rwmwealth.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.rwmwealth.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.rwmwealth.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.rwmwealth.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.rwmwealth.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member <a href="https://www.finra.org/" target="_blank" rel="noopener">FINRA</a> & <a href="https://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>.</p><p>The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, KY, MD, MN, MO, NY, OH, SC, VA, and WA.</p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js"></script><script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/commonRequests.js"></script><script> //________________________________ //__________General/Misc__________ //________________________________ const socialMediaLinks = [{ name: 'instagram', url: 'https://www.instagram.com/rockwellfinancialpartners/' }, { name: 'google-reviews', url: 'https://g.page/r/CXQZYzfPqXnkEAI/review' }]; addSocialIcons(socialMediaLinks); Array.from(document.querySelectorAll('.c-socialMedia a')).forEach(function(link){ link.target = '_blank'; }) //_________________________________ //__________Page Specific__________ //_________________________________ //Add Email To Contact Page const contactEdits = [{ location: 'all', edits: [{ type: 'Add After', selector: '.contact > *:last-child', edit: '<p class="contact-email"><span>Email:</span> <a href="mailto:info@rwmwealth.com">info@rwmwealth.com</a></p>' }] }]; contactPageModify(contactEdits); //____________________________ //__________Sections__________ //____________________________ // Team Member Page Edits $('.page-our-team .c-team-section__member').each(function() { const memberLink = $(this).find('.c-team-member__info > h4 > a').clone(); memberLink.text("Learn more"); memberLink.css('text-decoration', 'underline'); $(this).find('.c-team-member__info .c-team-member__email').after(memberLink); }); // if($('.homepage').length){ // setTimeout(function(){ // $.fancybox.open($('<section class="dev-customPopUp"><img src="//static.fmgsuite.com/media/documents/4147621f-2deb-4b55-8fe4-68f4b6407697.jpg" alt="holiday" /><button data-fancybox-close="" class="fancybox-close-small" title="Close" /></section>')); // $('.fancybox-close-small').click(function(e) { // e.stopPropagation(); // $.fancybox.close(); // }); // }, 500); // } </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.35074.291"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.35074.291"></script> </body> </html><script>(function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'9f3a9069bf763cd0',t:'MTc3NzQyNjQ2NA=='};var a=document.createElement('script');a.src='/cdn-cgi/challenge-platform/scripts/jsd/main.js';document.getElementsByTagName('head')[0].appendChild(a);";b.getElementsByTagName('head')[0].appendChild(d)}}if(document.body){var a=document.createElement('iframe');a.height=1;a.width=1;a.style.position='absolute';a.style.top=0;a.style.left=0;a.style.border='none';a.style.visibility='hidden';document.body.appendChild(a);if('loading'!==document.readyState)c();else if(window.addEventListener)document.addEventListener('DOMContentLoaded',c);else{var e=document.onreadystatechange||function(){};document.onreadystatechange=function(b){e(b);'loading'!==document.readyState&&(document.onreadystatechange=e,c())}}}})();</script>
