A complete list of active advisors currently associated with Ralicki Wealth Management & Trust Services

Warmer can help you find a great advisor at Ralicki Wealth Management & Trust Services or one who fits your needs even better.

Ralicki Wealth Management & Trust Services (RWM) is an SEC-registered adviser that primarily serves individual and high‑net‑worth clients as well as retirement plan sponsors. The firm offers investment supervisory services through third‑party money managers, alongside financial planning, pension consulting, and trustee services. RWM operates as a manager‑of‑managers, selecting and monitoring SMA/platform solutions (including AssetMark, Orion, and CPS) rather than actively trading individual securities on client accounts; it retains discretion to hire or replace managers and relies on qualified custodians for custody and statements. The firm also accepts standing letters of authorization and may serve as trustee for certain client trusts, which results in custody designations and an annual independent surprise examination. What is atypical about RWM for its peer group is its affiliation with a traditional accounting and tax practice (Ralicki & Company, P.A.), which provides tax preparation and planning services to clients and presents a referral‑related conflict of interest. The firm’s use of wrap/SMA platforms and receipt of platform benefits (technology, marketing, and status incentives from providers) is another less common feature, and its model of not directly managing individual securities distinguishes it from many supported advisers.

To learn more about the advisors currently working at Ralicki Wealth Management & Trust Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.