RWM Wealth Management

At RWM Wealth Advisors, we understand that each client is unique, with their own set of financial goals and concerns. That's why we take a personalized approach to wealth accumulation and management. Our team is dedicated to working closely with clients to develop a tailored strategy that addresses their specific needs and objectives. We believe that financial planning should be a collaborative process, not a one-size-fits-all solution. Our goal is to help clients build a roadmap for their financial success, one that is tailored to their individual circumstances and aspirations.

Our Philosophy

We believe that financial planning is not just about managing assets, but about understanding the individual's perspective on money and how it impacts their life. Our team is committed to creating a supportive and educational environment, where clients feel empowered to make informed decisions about their financial future. We strive to provide guidance that is not driven by revenues or sales goals, but by a genuine desire to help clients achieve their goals. Whether it's retirement planning, investment strategies, or estate management, we are dedicated to delivering exceptional service and expertise.

Our Services

We offer a comprehensive range of services designed to help clients achieve their financial objectives. From creating an investment strategy that's right for you to managing your affairs during your lifetime and beyond, we provide personalized guidance and support every step of the way. Our services include financial planning, investment planning, estate planning, annuities, asset management, education planning, and financial planning for business owners. We also offer resources and tools to help clients navigate complex financial decisions and stay informed about the latest financial trends and strategies.

Our Team

Our team consists of experienced professionals who are dedicated to delivering exceptional service and expertise. We have a strong commitment to ongoing education and professional development, ensuring that our clients receive the most current and effective advice. Meet our team, including our CEO, Steven Rockwell, who is passionate about helping clients achieve their financial goals; our Partner and Director of Operations, Julie A. Workman, who ensures seamless operations; and our Partner and Financial Representative, Michael J. Moore, who has extensive experience in financial planning and asset management.

Client Testimonials

Our clients are at the heart of everything we do. We're proud to have built strong relationships with many of them, who have shared their positive experiences with us. Here's what one of our clients, Dyana R., has to say: "We met Steve and Julie by pure luck a few years ago when looking for a financial planner. We met in person and hit it off both personally and professionally. We've been extremely pleased with their responsiveness to any and all questions, their availability and just them as people! They are very easy to work with."