Wealth Management

 

Fee Only Advisors

Motivated by complete transparency and exceptional client service, we educate and communicate our investment process with our clients every step of the way. Our goal is to help our clients achieve their financial objectives.

Retirement

Our advisors at RCM work with clients both before and after retirement. Before retirement our advisors will help clients invest and formulate a plan that will help them enjoy a fruitful retirement and leave their desired legacy. After retirement our advisors help provide income and protect assets to make sure retirees not outlive their assets.  

Financial Planning

Financial planning is a comprehensive evaluation of a client’s current and future financial state by using presently known variables to predict future cash flows, asset values and withdrawal  plans. Part of our process is getting to know our client’s goals so that we can provide a defined plan that will help them meet  those goals. Through the financial planning process, all questions, information, and analysis are considered as our advisors take an in depth look at the personal financial situations. Clients purchasing this service receive a written report which provides a detailed financial plan designed to assist the client achieve his or her financial objectives. Whether it is saving for college, eliminating debt, or preparing for the unknown our clients can be  assured that they are working with an experienced professional that knows how to guide you to those goals.  

 

 

Portfolio Management  

Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the  client. Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, we develop a client’s personal investment policy and create and manage a portfolio based on that policy. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As  appropriate, we also review and discuss a client’s prior invest- ment history, as well as family composition and background.  

Investment Management 

The advisors at RCM are, at their core, investment professionals that specialize in the analysis and selection of financial products. Our advisers utilize the open architecture investment platform and research to provide our clients first class portfolios. Each client receives a personalized portfolio that best suits their unique goals and needs.  

Company Retirement Plans  

Companies realize a key to retaining employees and attracting new talent is providing a robust retirement plan that rewards its employees. RCM prides itself in providing outstanding education and client service so employees feel that their company takes their retirement needs seriously. RCM is a leader in the retirement plan space and works with HR professionals, CFO’s, plan fiduciaries, and business owners to provide solutions that works for their company.  


We create a close working relationship with our clients to understand their financial needs in order to achieve our clients goals.