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RWA’s expertise lies in our ability to provide personalized, comprehensive, fee only financial solutions to fit your needs. Acting as your “Personal CFO”, we will work closely with you to design a total financial solution and plan for managing your wealth for the future.
How we build your bigger future…
Investment Management
RWA will help you establish a personalized long-term investment strategy that reflects your goals and objectives. We work with you to:
- Determine risk tolerance, investment time horizon, and cash flow needs
- Formalize asset allocation and portfolio management
- Implement the investment plan
- Monitor economic conditions, taxes, expenses, and performance and adjust as necessary
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.
Retirement Planning
Our retirement planning services will give you the trust and 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. After you have achieved clarity we will work with you in designing suitable accumulation and distribution strategies to make your dreams become a reality.
Estate Planning
Your estate’s longevity depends on much more than just accumulating wealth. An estate plan should be a reflection of the client and their family. Our programs help clients balance personal desires around their legacy and family value systems with the control and flexibility they desire. The RWA process is a client-oriented process that will help you protect, grow, and manage your estate.
Business Planning
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.
Pension Consulting
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. We provide a comprehensive and objective review of your current plan and create a report illustrating current and alternative opportunities to enhance your plan offerings.
Financial Planning
Individuals with multiple goals will find a comprehensive financial plan valuable. We become your personal financial manager, evaluating your strengths, weaknesses and values in creating guidelines for managing your money in one plan that combines all the above and more according to your situation and desires. A comprehensive financial plan puts it all together and quarterly reviews through our FutureTrack™ process helps you reach your goals.
Our Commitment
At RWA, we are committed to providing personal financial planning and investment management guidance for individuals, families, retirement plans, trusts, estates and institutions. In addition to providing the same level of expertise and service formerly available to large institutional clients, we offer:
- Absolute Confidentiality
- Qualified, Experienced Professionals
- Personalized, Comprehensive Solutions
- Unbiased Advice and Judgment- we are fee only
Advisory Fees
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 at 1%. Our minimum financial planning fee is $1,500. We provide you with a comprehensive financial solution that is a true value in today’s market.
Investment Philosophy
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.
…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.
… it is important to utilize the most advanced investment research and technology available.
…it is our duty to utilize the most effective management vehicles available, including individual stocks and bonds, institutional funds, index funds and exchange traded funds.
… passionate about monitoring, reporting and advising our clients on a client’s entire portfolio, not just the investments under RWA’s direct control.
Mission
Our mission is directed solely to create and maintain a stable foundation for managing your wealth. We focus our efforts in helping you achieve a comprehensive “Wealth Management” solution to your business and personal financial planning and investment needs.
An award-winning firm
Named as a top wealth management firm by WealthManager magazine and Financial Advisor magazine
   
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