Boutique Wealth Management Firm

Providing Personalized Service Based On Your Individual Needs

Building and Maintaining Wealth

For Our Clients Since 1994

One Stop Shop

For Your Wealth Management, Accounting & Income Tax Service Needs

Wealth Management and CPAs

We provide personalized professional wealth management tailored to you and your needs.  Our investment process has a global, long-term focus with an emphasis on diversification, low fees, compounding interest and dividend growth.

Our professional background as CPAs helps us to have a deep understanding of public company financials and their operations.  We can help you prepare your most complicated individual and business income tax returns.  Our CERTIFIED FINANCIAL PLANNER™ can prepare a financial plan to help you achieve your financial goals.  We combine our knowledge of both wealth management and taxes to provide holistic advice that takes into consideration all aspects of your financial situation.

At RW Wealth, we are here to serve you as your trusted advisors.

Our Team

Nora Worrell

Nora Worrell

Shareholder & CERTIFIED FINANCIAL PLANNER™

Darlene Westberry

Darlene Westberry

Shareholder & Senior Staff Accountant

Dan Worrell

Dan Worrell

Shareholder & Certified Public Accountant

Hal Ringeisen

Hal Ringeisen

Shareholder & Certified Public Accountant

Craig Hamilton

Craig Hamilton

SVP Marketing & Investment Adviser Rep

2019 Federal S - Corporation and Partnership Income Tax Due date (extended due date)

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2019 Federal Individual Income Tax Due date (adjusted)

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