I work closely with clients to design retirement strategies that reflex their lifestyle goals, income needs, and long-term vision. Whether you are decades away or nearing retirement, RWM’s approach helps align your resources with a plan built for financial independence and peace of mind.
Legacy planning is more than just documents–it’s about making sure your values and assets are passed and managed with care. I help coordinate strategies that reflect your wishes, protect loved ones, and simplify the process for future generations.
Every investment decision is made with purpose, rooted in a deep understanding of your goals and risk profile. I build and manage portfolios tailored to your long-term strategy–never chasing trends, always guided by discipline and your unique objectives.
Efficient financial planning goes beyond growth–it is about keeping more of what you earn. I help identify opportunities to reduce unnecessary tax burdens through strategic investment, withdrawal, and account planning.
Planning how wealth is passed on requires sensitivity, structure, and foresight. I help families prepare for transitions by aligning their financial plans with personal priorities and ensuring assets move efficiently and intentionally.
Understanding where your money goes is the foundation of a strong financial plan. I help clients create practical, sustainable spending strategies that support their lifestyle today while keeping long-term goals on track.
We charge a flat 1% AUM fee. Learn more.