Why Choose Us?
When you partner with us, you gain the strength of our entire team. We bring together a wealth of experience and expertise to deliver comprehensive, well-rounded guidance that consistently drives success for our clients. Our team has had the privilege of working with a diverse array of clients, from families to business owners. This experience has sharpened our ability to provide tailored financial services that meet the unique needs of each client. We craft customized portfolios and financial plans with a global perspective, taking into account both micro- and macroeconomic factors to create strategies designed for long-term sustainability. Our approach carefully balances growth opportunities with the right level of risk to help you achieve your financial goals.
Our commitment to excellence drives us to conduct rigorous research and a thorough vetting process. The investments and managers we recommend are selected for their potential to enhance your portfolio. We leverage our extensive network of professional contacts, regularly engaging with them to ensure their strategies align with our high standards. We believe that an advisory relationship should be a lasting partnership, growing stronger over time. We actively manage and review your portfolio, ensuring it remains aligned with your goals while staying true to the original strategy. Our entire team is dedicated to your success, working together to help you achieve your ideal financial future.
Please note that while diversification and asset allocation are important strategies, they do not guarantee profit or protect against loss.
We provide personalized wealth management, coordinating with CPAs and attorneys to align your financial strategies with all aspects of your life. Our services include investment management, legacy planning, and risk management.
Services Include
- Wealth & Investment Management
- Banking & Lending Solutions
- Insurance & Annuities
- Legacy Planning
- Wealth Transfer
- Risk Management
We specialize in retirement planning, ensuring your nest egg supports your lifestyle and mitigates risks. Services include retirement income planning, tax strategies, and long-term care cost management.
Services Include
- Retirement Income Planning
- Social Security Optimization
- Estate and Legacy Planning
- Tax Planning
- Distribution Strategies
- Healthcare Planning
- Long-Term Care Costs
We guide businesses in managing or setting up retirement plans, ensuring compliance and educating participants. Services cover 401(k) plans, profit sharing, and defined benefit pensions.
Services Include
- 401(k) Plans
- 401(k) Profit Sharing Plans
- Simplified Employee Pensions (SEPs)
- SIMPLE IRAs
- Safe-Harbor 401(k) Plans
- Owner Only/One-Person 401(k) Plans
- Profit Sharing Plans
- Age-Weighted/Comparability Profit Sharing Plans
- Defined Benefit Pensions
- Third-Party Administration (TPA) Partnership
We help you preserve and grow your business, offering strategies in business sales, valuations, personalized wealth management, and charitable giving.
Services Include
- Business Sales and Valuations
- Retirement Plans
- Personalized Wealth & Investment Management for Business Owners
- Risk Management
- Banking & Lending Solutions
- Insurance & Annuities
- Estate Planning
- Charitable Giving
- Cash Management
At RW, we’re dedicated to helping you find the best health and life insurance plans tailored to your needs. Whether you’re looking to improve upon your current policy or exploring new options, we’re here to ensure you get coverage that offers superior protection and peace of mind. Let us assist you in securing a plan that’s better suited to your situation.
A Word From Brian
Mission Statement
Our mission is to deliver exceptional financial planning and investment management services, empowering our clients to achieve their financial goals with confidence. We are committed to the highest standards of fiduciary care, always prioritizing your best interests above all else. We believe in clear, consistent communication, ensuring you have the knowledge and guidance needed to navigate your financial journey. Our approach is rooted in integrity, delivered with genuine warmth, and driven by a deep commitment to service.
Brian Rice, President, CEO, CCO & Investment Advisor Representative
Our Team
“It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” ~ ROBERT KIYOSAKIOur Approach
At the heart of our mission is a commitment to simplicity—making complex financial matters easy to understand and manage. We aim to bring clarity and insight to every financial decision in your life.
Whether your focus is on retiring on your terms or creating a legacy for future generations, we're here to help. Our straightforward, proven process leads to practical, personalized recommendations tailored to your unique situation.
To ensure you reach your goals as efficiently as possible, we offer a comprehensive range of financial planning and investment services. No matter what phase of life you're in or the challenges you face, our experienced professionals are ready to guide you every step of the way.
Our Process
Our personalized client onboarding process is the cornerstone of our long-term professional relationship. We take the time to ensure that every detail is addressed, every concern is covered, and everyone is aligned from the start.
Assess
We begin by listening to you, understanding your objectives, risk tolerance, and liquidity needs. With this insight, we develop a plan that supports your personal goals through professional investment management and strategic planning.
Create
Leveraging the information you've shared and our access to top-tier research and analysis, we curate a selection of investments and an allocation strategy tailored to your financial objectives. We then present our recommendations, outlining the steps needed to implement your plan.
Implement
Once you approve the plan, we bring it to life by selecting investment vehicles and services that align with your needs, goals, and risk tolerance. We carefully construct your portfolio, maximizing the available options to suit your unique situation.
Manage
After your plan is in place, we continuously monitor its progress toward your objectives. We ensure it remains effective through life’s changes, providing ongoing updates and support. We stay ahead of emerging trends and challenges, helping you stay prepared for whatever comes next.
