Collaborative Wealth Management
It's not just a strategy. It's personal.
The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.
RWM Wealth Advisors is a firm focused on wealth accumulation and management for busy professionals. RWM was founded to address the need for complex planning and collaborative software. This provides them with the ability to work alongside clients and lay a roadmap for their success. The team at RWM Wealth Advisors understands that each client is different and their understanding of the world impacts how they view money. This is considered by the team as they interact with and guide clients through the financial planning and asset management process. The goal is not to hand clients a 1000-piece puzzle with a picture and ask them to put it together, but rather sit at the table with them to assemble it piece by piece. In other words, all advice is tailored and unique to the individual client...not driven by revenues or sales goals of a larger organization. The team at RWM gets most excited about digging in with their clients and finding strategies that can be easily implemented.
If you would like the RWM team to partner with you to develop a roadmap for working toward your financial goals, call the office at (614) 392-4869 or email info@rwmwealth.com about next steps.
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Download our Free Social Security Ebook!
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
What Our Clients Have to Say:
"We met Steve and Julie by pure luck a few years ago when looking for a financial planner. We met in person and hit it off both personally and professionally. We've been extremely pleased with their responsiveness to any and all questions, their availability and just them as people! They are very easy to work. It is for these reasons and the growth we've seen since working with them that we decided to make the transition to RFP. It really wasn't even a question if we should or not. Steve and Julie work hard and work hard for us. They have our financial present and future in mind and it shows."
-Dyana R.
Data Center Controls Engineer
"This statement is a testimonial by a client of the financial professional as of 07/10/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial."
Rick and Kim
Ria
Michael J. Moore, CPFA®, AAMSTM
CXO, Partner and Financial Representative
Steven Rockwell, ChFC®, AAMS™
CEO, Partner and Financial Representative