Focus on your Financial Future

We offer a unique perspective in wealth management by combining our team of dedicated investment managers and Certified Public Accountants to provide you with exceptional investment advice.  

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Investment Management Services in Ponte Vedra Beach, FL

Tax

Services

Tax Services

  • Tax Preparation
  • Electronic Filing
  • Tax Planning
  • Retirement Plan Selection
  • Free Consultation

Up to $250K

Portfolio Assets

Investment Management

  • Risk Analysis

  • Dedicated Financial Advisory team

  • Tax Efficient Investing

  • Strategic Asset Allocation

  • 401k Advice

  • Free Consultation

$250K - $1M

Portfolio Assets

Wealth Management

  • Services under Investment Management plus

  • Access to online Financial Planning Platform

  • Annual Tax Planning

  • Portfolio Mix of Stocks, Bonds, ETFs and Mutual funds

  • Free Consultation

Over $1M

Portfolio Assets

All Access Wealth Management

  • Services under Wealth Management plus

  • Income Tax Preparation

  • Financial Plan prepared by Certified Financial Planner™
  • Portfolio Mix of Stocks, Bonds, ETFs and Mutual funds

  • Family Tiered Billing
  • Collaboration with Estate Attorney & CPA
  • Free Consultation

Our Fee Structure

Our all-inclusive annual fee for wealth

management. No trade commissions, no trailing fees.

First $1M          0.95%  

$1M – $2.5M    0.85%  

$2.5M – $5.0M 0.75%  

$5M & Over      0.65%  

RW Tailored Portfolios

Investment management today has changed; it is not just for the wealthy.  A new generation of digital investing helps individuals to become more competent investors.  Most digital investing platforms offer automated investment solutions with minimal human oversight.  That is where our experience and expertise come into play.

RW Tailored Portfolios offers a unique investment platform for individuals who are new to investing or looking for a simplified investment approach.  You will have the opportunity to work with a financial advisor who knows you and your family’s particular goals.  Your needs are unique, our platform is sophisticated and tailored specifically for you. RW Tailored Portfolios gives you:

  • access to our CERTIFIED FINANCIAL PLANNER™ and financial advisors
  • investments in low-cost exchange-traded funds (ETFs);
  • automated portfolio monitoring and rebalancing;
  • analysis of your time horizon and risk tolerance;
  • diversified portfolio management;
  • tax-loss harvesting;
  • access via any device;
  • no commissions.
 

Annual  FEE: 0.50%

$10,000 MINIMUM

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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

401k Investment Management

401ks have become one of the most popular investment vehicles offered by employers.  For many people, their 401k represents a significant portion of their retirement assets.  Many of these accounts are not professionally managed and are left to the limited knowledge of the average investor.  Too often investors have a “set it and forget it” mindset and are not regularly reviewing their 401k. Our trusted advisors can help you diversify your 401k investments in line with your financial goals, time horizon and risk tolerance.  We provide ongoing 401k investment management to help you achieve your goals for retirement.

ANNUAL FEE: 0.25%

$25,000 MINIMUM

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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Comprehensive Financial Plans

Create a plan of action; don’t leave your financial goals to chance.   A financial plan pieces together the various aspects of your financial picture and projects this into the future.  Your financial plan may take into consideration your goals, investments, social security, estate planning and insurance.

RW Wealth can help set you on the path to achieve your financial goals.  Starting early allows your plan to benefit from compound growth and gives you time to react if your plan goes off track.  Our advisors and CERTIFIED FINANCIAL PLANNER™ will provide you specific recommendations to get you started on the path to success and help improve your financial outlook.

Typical Fee: $250.00-$750.00

 

Retirement Plans for Businesses

A successful strategy for reducing your income tax liability is to implement a retirement plan for your business.  In addition, providing a retirement plan increases employee satisfaction and retention.  RW Wealth can help you set up the best retirement plan for your unique business needs while keeping costs in mind.  As your financial advisor, we can also offer portfolio management services for these accounts to you and your employees.

Typical Retirement Plans for Businesses:

  • Traditional 401(k);
  • Simple 401(k);
  • Solo 401(k);
  • SEP-IRA;
  • SIMPLE IRA.

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Retirement Planning for Individuals

Save for retirement and reduce your income tax liability at the same time by making a retirement contribution.  Many self-employed individuals can make additional retirement contributions to maximize their savings and reduce their tax liability.  Take advantage of compounding interest and dividends inside of a tax-deferred account.  As your financial advisor, we offer investment management services for these accounts.

Typical Retirement Planning for Individuals:

  • Traditional IRA;
  • Solo 401(k);
  • Roth IRA;
  • Rollover IRA;
  • Spousal IRA.

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