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
Shareholder & CERTIFIED FINANCIAL PLANNER™
Darlene Westberry
Shareholder & Senior Staff Accountant
Dan Worrell
Shareholder & Certified Public Accountant
Hal Ringeisen
Shareholder & Certified Public Accountant
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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