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About us

COMPANY HISTORY

RW WEALTH – WHO WE ARE AND WHAT WE DO!

RW Wealth is a CPA and Registered Investment Advisor Firm located in Ponte Vedra Beach, FL.  Formerly known as Ringeisen & Worrell, the two senior partners, Hal Ringeisen and Dan Worrell have been practicing together, here at the beaches, for 25 years.

RW Wealth is located in the Veranda Office Complex just south of PGA Tour Boulevard and The Players Club at Sawgrass on State Rd. A1A.  Whether you live in the Jacksonville or Beaches area, St. Augustine or Nocatee, our office is in a great location and an easy drive.

RW Wealth provides professional money management and financial planning services for individual investors and businesses on a no-commission, fee-only basis.  In addition, RW Wealth provides comprehensive accounting and income tax services year round for both individuals and businesses.

One of our specialties is small business support including, QuickBooks consulting, cloud and collaborative accounting, investment portfolio management and retirement planning.

Hal and Dan have put together a team of knowledgeable, helpful and friendly staff, both accountants and financial planners, to assist in meeting the individual needs of every one of our clients.   Give us a call at 904-280-0771 and let us know what your needs are.   We would welcome the opportunity to work with you to identify a strategy for meeting those needs in the most efficient and cost effective manner possible.

Hal Ringeisen

PRESIDENT

Dan Worrell

PRESIDENT

Mary Ann

OFFICE MANAGER

Darlene

SENIOR ACCOUNTANT

Nora

CERTIFIED FINANCIAL PLANNER™

Glori

STAFF ACCOUNTANT

Darya

STAFF ACCOUNTANT

Nataliya

STAFF ACCOUNTANT / WEB DESIGNER

Administrative services

Focus on your business

We provide people a way to excel in their business and life by providing industry leading business strategies and methods and a disciplined approach to investment management.

Tax Consulting

Bringing you top value

We understand the importance of well organised tax accounting. We get the most out of it and keep following all the changes in the law all year long.

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