Working Together
Our Process
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.
What We Do
Our Services
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.
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.
Rice Wealth Management Group
Earning Your Trust
At Rice Wealth Management Group, earning and maintaining our clients' trust is our top priority. We uphold the highest ethical standards, adhere to a strict code of conduct that puts your best interests first, and provide transparent and accurate information. Through our expertise, diligent service, and tailored solutions, we strive to deliver exceptional value while building long-lasting partnerships built on open communication, reliability, and proven integrity. Our commitment to continuously earning your trust underlies everything we do.