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Women in Transition

INTRODUCTION From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce - women go through more transitions during a lifetime than most of us realize. And through it all, women often juggle several balls simultaneously, doing the best they can, while often...

Retirement Planning

Retirement planning shouldn't start at retirement; it should start well before. We take a long-term view of your financial well-being to help create a life after work that is as well-planned as your life while working.

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a confident retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you can work toward your financial goals.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Education Planning

INTRODUCTION Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education. Luckily, there are a number of government...

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can...

Financial Planning for Business Owners

INTRODUCTION When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially? While passion is key to...

Annuities

INTRODUCTION Not everyone of us is equally prepared for retirement. While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income. Regardless of which side of this divide you are on, Annuities can...

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...

Individual Securities

Individuals have access to a variety of investment vehicles that can be used to help them meet their short and long-term goals. The suitability of one investment over another depends largely on the individual’s financial situation and his or her own preferences, priorities and tolerance for risk.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@rwmwealth.com  |  614-392-4869