Holistic Financial Planning
Our goal is to establish a long-term relationship, taking the time to understand your personal goals and needs. This will allow us to create a personalized financial plan that will provide you with a roadmap to financial success. We work with you on an ongoing basis to manage your investments, implement any suggestions generated from the financial plan, and review your progress.
RW Wealth is a fee-only financial advisor. We are fiduciaries and are required by law to act in your best interest when giving financial advice. Our advice is free of the conflicts of interest that plague commission-based brokers and large firms with securities to distribute. Our interests are aligned with yours.
RW Wealth identifies investment opportunities using our experience, reports from global research analysts, and in-house, proprietary research. We do not outsource investment selection to a third party or use computer algorithms. Every security we invest in is vetted by our team of investment professionals.
We build a diversified portfolio tailored to your risk tolerance and financial goals. To achieve this, we choose a sufficient number of securities to provide diversification without diluting exposure to our highest conviction investment ideas. This is why we often prefer individual securities over mutual funds and ETFs when appropriate.
Minimizing fees is an important component of achieving optimal portfolio returns. The use of mutual funds and ETFs can often be accompanied by various trading costs and internal fees. When we do invest in mutual funds or ETFs, we look for the best fit with low fees. We often use individual securities which have no additional fee.