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How it Works

Financial Planning is often considered a daunting, complex process. We've changed that.

RGW Wealth Management has a process driven approach to creating and implementing comprehensive tax-smart financial plans and strategies. By identifying your goals and understanding your unique circumstance, our team of professionals make sure all of your bases are covered. With your Financial Plan as the Roadmap and our personalized approach to client service, we are able to offer the most comprehensive financial planning services possible - services that always put the client first.

1. We Talk

We invite you into our office or on a conference call with our team. We begin with a casual conversation about what's important and matters to you - in life and finances. We want to know about what short and long term financial goals or concerns you may have. We want to make sure that our services are in line with your goals. Are we a good fit? You may choose to bring all of your current financial documents to the meeting - although not required.

2. Develop Your Vision

We start defining and refining your goals and dreams you have for the future. We also address your worries and "What if" Concerns. We will ask fundamental questions that give us a better understanding of your time horizon and tolerance for risk, along with gathering information about your current financial situation.

3. Create Your Plan

Based on your input from the previous meetings, we create a customized plan that addresses each one of your goals, and we design tax-efficient strategies to help you succeed.

4. Execute Your Plan

We will show you your current financial trajectory and probability of success. We'll present you with a few "What-if" scenarios that can help improve your plan. Once you've approved all of the aspects of your plan, we walk through the paperwork of implementing it. Then, to ensure you feel comfortable and confident, we can take you step by step through your account statements.

5. Monitor Frequently

Now that your plan is set up, we are able to take advantage of key opportunities that arise. Our goal is to engage you frequently in monitoring your plan and to help with advanced planning opportunities such as tax and estate planning, charitable gifting, ongoing investment consulting, risk management, and employee benefits, We will also start working with your team of associated professionals, such as attorneys, tax professionals, etc.

Getting Started is Easy

If you are ready to make the commitment to working with the right team, let our experience and expertise be your guide. Call us anytime for a free consultation.

Get Started