We seek to understand your life, who’s in it, your goals, and your challenges. At RWI, we dedicate ourselves to creating a plan as unique as you and your circumstances.

Our
Services

WEALTH MANAGEMENT & INVESTING SERVICES

  • Comprehensive planning-based asset management
  • Development and continual monitoring of your personalized investment portfolio
  • Customized comprehensive asset allocation & management

RETIREMENT INCOME & DISTRIBUTION PLANNING

  • Analysis of your income needs, now and in the future
  • Recommendations to maximize your social security benefits
  • Determining the most appropriate distribution strategy for your IRAs and employer retirement plans – including 401(k), 403(b), and other retirement plans

RISK MANAGEMENT & ASSET PROTECTION

  • Strategic, tactical, and blended strategies to diversify your portfolio
  • Management of concentrated positions
  • Asset preservation strategies designed to help shield your wealth from litigants, creditors, in-laws, and ex-spouses

TAX REDUCTION STRATEGIES

  • Tax-efficient strategies, including tax advantaged investments
  • Coordination with your CPA to review your tax return to highlight opportunities to help reduce tax liabilities
  • Tax-loss harvesting strategies to offset capital gains tax amounts

FAMILY WEALTH PLANNING

  • College funding strategies & savings plans
  • Income planning
  • Retirement planning
  • Transfer of wealth to future generations

ESTATE PLANNING

  • We work with clients and their attorneys to create an estate plan that protects assets, plans for the care of loved ones, and preserve your intentions, in life and in death
  • Corporate trust services through *Private Trust Company
  • Charitable solutions & family gifting strategies

ELDER CARE PLANNING

  • Long-term care risk assessment
  • Long-term care insurance consulting
  • Coordination with POA for payment of care

CASH MANAGEMENT SERVICES

  • Assistance with online bill-pay
  • Available check writing and wire transfer capabilities
  • Ability to add cash management features such as on-demand & periodic journal or ACH contributions and distributions
  • Online access to your accounts through the Account View app

RETIREMENT PLAN ASSISTANCE

  • Recommendations regarding allocations within your employer-provided retirement plans
  • Facilitation of retirement plan rollovers
  • Individual analysis of potential Roth IRA conversion suitability
Personalized Attention – Our Commitment to You

All our clients at RWI receive personalized attention, frequent portfolio reviews, and one-on-one planning for all of their life events. Our wealth managers take the time to get to know each of our clients on a personal level and are invested in helping you achieve your financial goals for the future.