Concierge Service means we tailor ourselves to your needs.

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Wealth Accumulation

Wealth Preservation

Wealth Transfer

We at RWM work with our clients to develop a comprehensive accumulation and preservation plan that best suits their unique needs and goals. We will assist with company stock option analysis, building strategies for income generation, saving for education, retirement, or other personal goals, such as acquiring a second home.

RWM develops individualized portfolio analysis and optimization strategies. We apply a “Best of Strategies” investment philosophy and include customized asset allocation and portfolio management. We combine custom portfolios along with LPL Financial approved managed accounts and alternative investments.

At RWM our asset preservation strategies are designed to help shield your wealth from litigants, creditors, in-laws and ex-spouses. We help with long-term care planning, survivor and income preservation. We will also do an evaluation of your property and casualty coverages, including umbrella liability.

Our RWM team of experienced financial advisors will help you evaluate and/or establish your employee retirement plans {401(k)’s, SEP IRAs, SIMPLE IRAs, etc.}. We can also assist with executive compensation and business buy-sell/continuity strategies.

Your RWM advisor proactively works with you to make tax-efficient investments. We help our clients to develop and implement strategies that have the potential to allow you to pay less in income taxes. Tax planning is ever evolving and we work hard to keep up with current tax laws to best allocate to suit your tax needs.

 

At RWM our client satisfaction and convenience is our number one priority. Our team is happy to assist with online bill-pay, check writing, or any other internal or external cash transfer.

 

RWM develops individualized portfolio analysis and optimization strategies. We apply a “Best of Strategies” investment philosophy and include customized asset allocation and portfolio management. We combine custom portfolios along with LPL Financial approved managed accounts and alternative investments.

 

RWM has access to comprehensive trust services, customized to meet your individual needs through The Private Trust Company, N.A., and affiliate of LPL Financial. From Revocable Trusts, Charitable Remainder Trust, to Irrevocable Life Insurance Trusts; The Private Trust Company N.A. proves administrative support and tax impacts/reporting. When planning your Estate, your RWM advisor will coordinate with your attorneys to implement your state plan from beginning to end. Including re-titling assets to reduce or eliminate future estate taxes.

 

Your RWM advisor will take the time to coordinate with a Geriatric Care Manager in assisting with elder care planning. We are here to help families in meeting their long-term care needs.

 

At RWM our client satisfaction and convenience is our number one priority. Our team is happy to assist with online bill-pay, check writing, or any other internal or external cash transfer.

 

At Riley Whalen & Munn, we believe in complete customer care with a client-first focus. It is our goal to surpass client expectations and provide additional concierge services to make life easier.

  • Access to online resources and LPL Account View
  • Quarterly Newletter
  • Quarterly/Semi-Annual Reviews
  • Advice on raising money smart children