Fees are based on our evaluation of a client’s service and advice needs. They are designed to insure that you receive both perceived and real value. We do not hand you off to junior partners. Our investment account minimum is $500,000*, which can be several family investment accounts, with maximum asset management fees of 1%. Our minimum financial planning fee is $1,500 and we provide you with a comprehensive financial solution that is a true value in today’s market.
*If your investable assets are less than $500,000 please contact us to discuss unique programs available to you!
Our unique, consultative approach begins with a thorough understanding of your goals as a plan sponsor. Whether it’s maximizing deferral amounts for the highly compensated or ensuring the plan is in compliance with ERISA, we understand the complexities of retirement plan administration and design. Come in and meet with us to conduct a comprehensive and objective review of your current plan and create a report illustrating current and alternative opportunities to enhance your plan offerings.
Our retirement planning services will give you the confidence you desire to help you sleep well at night. Our comprehensive planning process will help you achieve clarity around your retirement goals and objectives. We will help you walk through complex topics such as social security, Medicare and estate planning. After you have achieved clarity we will work with you in designing suitable accumulation and distribution strategies to make your dreams become a reality. Contact us for a complimentary consultation.
We feel the best way for our clients to achieve their goals is to design, implement and monitor an investment plan based on their unique risk tolerance and investment goals. We believe that our clients' financial goals can only be funded by returns net of taxes and expenses, hence, we consider the management of these costs a priority. We are committed to utilize the most advanced investment research and technology available. We make it our duty to utilize the most effective management vehicles available, including individual stocks and bonds, institutional funds, index funds, exchange traded funds and alternative income producing investments. We are passionate about monitoring, reporting and advising our clients on their entire portfolio, not just the investments under RWA’s direct control. Schedule a complimentary investment review and financial planning consultation.
As your company grows, so will your responsibilities. Having a collaborative team continually working with you enables you to control your wealth more effectively so you can focus on your business. RWA examines and helps business owners in Business Succession Planning, Employee Benefits Administration and Employee Compensation Arrangements. Set up an appointment for a complimentary consultation.
RWA exists to provide personalized, comprehensive, fee-only financial solutions designed to give you peace of mind while you build your bigger financial future.
We will help you establish a long-term investment strategy that reflects your goals and objectives by:
Determining risk tolerance, investment time horizon, and cash flow needs
Formalizing asset allocation and portfolio management
Evaluating and presenting alternative income producing investments
Monitoring economic conditions, taxes, expenses, and performance
Providing guidance in the areas of social security, Medicare, retirement strategies and estate planning
Our process emphasizes the reduction of risk and the management of your portfolio in a tax-efficient manner to achieve the results that fit best into your overall plan.