A complete list of active advisors currently associated with Rhame & Gorrell Wealth Management

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

Rhame & Gorrell Wealth Management serves individual investors, high‑net‑worth clients and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets and provides portfolio management across mutual funds, ETFs, individual equities and fixed‑income, as well as advice on retirement rollovers, annuities and other held‑away products. RGWM tailors asset allocations to clients’ time horizons, liquidity needs and risk tolerances and monitors accounts on an ongoing basis, using a mix of fundamental, technical, charting and cyclical analysis. The firm implements internally generated model portfolios through a Tactical Asset Allocation Program overseen by an in‑house investment committee, may engage independent managers, and at times uses options strategies primarily for hedging. A distinctive aspect of the firm is its affiliation with an accounting practice that provides annual tax return preparation to certain clients and, under specified AUM criteria, may have those tax preparation expenses paid by the firm. RGWM also coordinates with a law‑firm relationship for estate‑planning referrals and discloses and manages the attendant conflicts of interest — including those related to retirement‑account rollover recommendations — through written policies and disclosure.

To learn more about the advisors currently working at Rhame & Gorrell Wealth Management, 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.