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Retirement Wealth & Tax
Advisors welcomes the opportunity to help your friends, neighbors,
relatives, professional associates or employees.
We specialize in meeting the needs of individuals
planning for retirement. We generally start working with a client
when they begin to have a serious interest in retirement,
assisting the transition into retirement and then their estate and
eldercare issues.
Since our advisory relationships are long term and
personal to help assure top level service to existing clients we only take
limited numbers of new clients and therefore have parameters for accepting
new clients. These parameters also help up to maintain the
specialization and cutting edge knowledge to best service our
clients.
Typically our clients:
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are age 50 and up
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have an income over $125,000 if still
working
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have a net worth (including home equity) of
$1,000,000 to $5,000,000
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have $250,000 of currently or
soon to be invest-able assets
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wish a long term trusted advisor
relationship and less so a "do it yourselfer"
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have a primary focus of retirement and are serious about planning to optimize it
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to help assure smooth inter-generational
transitions we also assist the adult children
of our clients.
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REFERRAL
If you know someone who could benefit from our
services, please let us know. If there is not a fit with the
RWTA new client parameters we promise to help refer them to an
appropriate advisor to make sure they get appropriate assistance.
It's easy to get to know us. We offer a
complimentary "get acquainted" appointment to see if we
can address the specific issues and concerns an individual has, and
to make sure there is a good "fit". If someone prefers,
this website also offers an easy way to become familiar with our
qualifications and range of services.
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