WELCOME

FEE ONLY

AWARD WINNING

Our financial advisors are here to help you and your family achieve a bigger financial future. With over 40 years of experience, we are committed to helping our clients plan and achieve their dreams. We provide leadership, relationship, and clarity through the financial planning process.  .

FINANCIAL SERVICES

RWA has been recognized locally and nationally as an outstanding wealth management firm. Bloomberg  magazine ranked the firm as one of the top for its size for 6 consecutive years.  

We are a licensed Registered Investment Advisor firm.  As such, we a have a fiduciary duty to put our client's best interest first.  We are a fee-only firm and not motivated by commisions, kickbacks or other incentives.  

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Financial Planning

Contact us for a complimentary financial planning session.

Investment Management

Long-term investment strategies built for your goals.

Pension Consulting

Contact us to provide a complimentary objective review of your current plan and alternative offerings.

Retirement Planning

Experienced in accumulation and distribution strategies, social security and Medicare.