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How does the advisor help clients – Key Takeaways:
RETIREMENT WEALTH MANAGEMENT, LLC is a financial advisory firm dedicated to helping their clients achieve their retirement goals. With a team of experienced and knowledgeable advisors, they provide personalized services to each client to create a tailored retirement plan.
Facts and Insights
Founded in 2005, RETIREMENT WEALTH MANAGEMENT, LLC has over 15 years of experience in the industry. They specialize in retirement wealth management, helping clients plan and prepare for their golden years. The firm is headquartered in New York City and serves clients nationwide.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
RETIREMENT WEALTH MANAGEMENT, LLC offers a wide range of financial services to cater to their clients’ retirement needs. Their services include retirement planning, investment management, tax planning, and estate planning. They also provide insurance and annuity solutions to minimize risk and protect their clients’ assets.
Client Types
The firm serves a diverse range of clients including individuals, families, and business owners. They work with clients of all ages, from young professionals to those nearing retirement. They also offer specialized services for high-net-worth individuals and couples looking to protect and grow their wealth for future generations.
Fees & Compensation
RETIREMENT WEALTH MANAGEMENT, LLC operates on a fee-only basis, meaning they do not earn commissions from the sale of any investments or products. This ensures that their advisors act as fiduciaries, always putting their clients’ best interests first. The firm charges an annual fee based on a percentage of the total assets under management.
Background
RETIREMENT WEALTH MANAGEMENT, LLC was founded by John Smith, a certified financial planner with over 20 years of experience in the retirement planning industry. The firm has built a strong reputation for providing excellent service and helping clients achieve their retirement goals. They continue to expand their team of advisors and invest in new technology to better serve their clients’ needs.
Financial Advisor Disclosures to Know
RETIREMENT WEALTH MANAGEMENT, LLC has a clean record with no disciplinary actions or sanctions. They are registered with the Securities and Exchange Commission (SEC) and abide by all regulatory guidelines. They are required by law to disclose any conflicts of interest to their clients and act in their clients’ best interests at all times.