818 A1A N. Suite 100
Ponte Vedra Beach, FL 32082
WHO WE ARE
RW Wealth is a CPA and Registered Investment Advisor Firm located in Ponte Vedra Beach, FL. The founding partners, Hal Ringeisen and Dan Worrell have been providing Wealth Management and CPA services for over 25 years. Our newest shareholders, Darlene Westberry and Nora Worrell, have proved to be integral members of the team.
WHAT WE DO
RW Wealth provides professional money management and holistic financial planning services for individual investors on a no-commission, fee-only basis. We also provide small and medium size businesses with comprehensive accounting, bookkeeping and income tax services. Our small business support includes QuickBooks Online consulting, cloud collaborative accounting as well as retirement planning and set up. RW Wealth proudly helps hundreds of individual clients with their federal and state income tax preparation – from planning to filing.
Hal and Dan have put together a team of highly knowledgeable and experienced accountants and financial planners. Our goal has always been to be a ‘one stop shop’ for all our client’s financial needs, with the emphasis on a high quality personalized approach and expertise. Our friendly and helpful administrative staff is always here to provide support and make the process as smooth as possible.
WHERE TO FIND US
RW Wealth is conveniently located in the Veranda Office Complex just south of PGA Tour Boulevard on HWY A1A in Ponte Vedra Beach. It is an easy drive from Jacksonville, Jacksonville Beach, St. Augustine or Nocatee.