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CANVASA Look Into Our Practice
Retirement Wealth Management is a full-service Registered Investment Advisory firm dedicated to helping our clients build wealth and protect their hard-earned assets. We are excited to announce about our working relationship with Charles Schwab as our primary custodian to create customized client portfolios. Our firm is completely independent, so our loyalty belongs exclusively to our clients. We are proud of our White Glove Service that not just meets our client’s expectation, it exceeds them! Retirement Wealth ManagementInvestment Process
- We help you establish your goals, needs, and wants for your assets.
- We analyze your current holdings and give a detail expense report of what you are currently paying in fee’s. Some of these fee’s you might not be aware of because they are internal fees. These internal fee’s still cut into your net investment return.
- We present an investment plan that utilizes low-cost ETF’s (exchange traded funds). Sometimes we utilize other investment vehicles if they are appropriate for the individual’s situation.
- We also stress test your current and proposed portfolio. A stress test involves looking at how your securities would have behaved during market crashes in the last 20 years such as the Tech Bubble, WTC attack, Subprime Crisis of 2008, Debt Ceiling Crisis, and the Corona Virus. (past performance is not indicative of future results)
- We implement the proposed plan.
- We review the account with you on a regular basis. We adjust if any of your goals or financial situation change. During these reviews we might recommend small shifts in asset allocation based on current market conditions.
Our Services
Our services are primarily Investment planning, Retirement planning and distribution strategies, Generating investment income, and Estate Conservations. Our services are designed to help you answer the following questions:- How can I get more from my investments?
- How can I reduce my exposure to risk?
- How much money will I need to live comfortably in retirement?
- How can I help reduce estate taxes and preserve more of my assets for my heirs?
Please contact your qualified tax specialist, RWM does not offer tax or legal advice.
Why Choose Us. Because we are Reliable, and we care!
At Retirement Wealth Management, we are a rare breed of advisors. We have tremendous empathy and will work as hard as humanly possible for you. We hand hold our clients every step of the way. Our Service Model reflects our personality of empathy, compassion, and hard work!
Service ModelReviewing on a regular basis for success!
At Retirement Wealth Management, we feel client reviews are just as important as investment performance. This is the key to successful investing because we can explain how the markets are behaving and how it directly relates to your account and asset allocation. We all know life happens, regular contact with clients enables us to get ahead of unexpected life events and change your portfolio based on changing life circumstances.
Investing for the long run! We soothe client’s anxiety about Investing!
At Retirement Wealth Management, we have learned over the years clients fears and anxiety can be one of the leading factors of why retail investors under perform. We kindly and compassionately do our best to educate our clients on how investing and markets behave on a long-term Basis. We proactively reach out to our clients during periods of extreme market volatility and listen to all their personal fears and anxiety. We validate their feelings and do our best to focus on the root cause of the anxiety about money and investing. By doing this, we have had success about clients sticking to their investment plan and not selling at the bottom of market corrections.
Resources
Welcome to our research center! We have created a library of information on important financial topics that we believe you'll find helpful.Articles
Educate yourself on a variety of financial topics.
Calculators
A host of financial tools to assist you.
Flipbooks
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Newsletters
Timely newsletters to help you stay current.
Glossary
Financial terms from A to Z.
Videos
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
Get In Touch
Offices:
Retirement Wealth Management
80 East Passaic, 2nd Floor
Nutley, NJ 07110
Ph: (973) 661-1988
Cell: (973) 248-2923
Email:
