Who We Are
A leading independent wealth management firm bringing value to high-net-worth investors around the world.
RMPWM’s mission is to harness our broad range of resources and depth of expertise to help our clients build, preserve, enjoy, and share their wealth.
Our role is that of an independent and trusted financial counselor, providing personalized service with uncompromising integrity.
As an independent advisor, our focus is to offer high-net-worth individuals an objective perspective—with the ability to shield you from unnecessary costs, conflicted investment products, and inefficient management.
We consider your risk tolerance, return objectives, liquidity needs, current portfolio allocation, tax implications, time horizon and other individual circumstances. Our total balance sheet approach means that every investment decision is made in the context of your overall tax, financial and estate planning strategies. In this way, your investments fully support your family objectives.
We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our clients to the broader network and resources of Charles Schwab.
We Operate As Fiduciaries
Planning your financial future is done in the best interest of the client. Not the other way around. Full range of planning and investing completely free of transaction fees.
Independent Research
Independent research regarding investment options spanning sectors and markets allow you to diversify with confidence.
Full Range of Investments
Including stocks, bonds, ETFs and over 8,000 mutual funds. A universe of choices at your fingertips.
Retirement & Income Planning
Financial Advisors who can help you create a retirement plan, allocate your assets, and consider all your distribution options.
Elite Investment Management
Professionally selected and managed portfolios priced for each investor, to meet the risk/reward need based on extensive research and analysis.
Reliable Results
We focus strictly on the clients' goals, managing portfolios to obtain the best results within a disciplined risk management process.