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 is a multi-advisor registered investment adviser managing roughly $1.1 billion for individuals (including high-net-worth and non‑HNW clients), as well as corporate and business entity clients. The firm offers comprehensive wealth management services including financial planning, investment management (primarily discretionary), retirement plan rollover advice, and consulting for approximately 776 client relationships supported by a 15-advisor team. RGWM implements client portfolios through a mix of mutual funds, ETFs, individual equity and debt securities, and options, and may allocate portions of client assets to independent managers or its in‑house Tactical Asset Allocation Program (TAAP) overseen by an investment committee. The firm uses multiple analysis methods (fundamental, technical, charting, cyclical) and offers long- and short-term strategies, tailoring allocations to clients’ horizons, risk tolerances and liquidity needs while generally exercising discretionary authority. A distinctive feature of the firm is its affiliation with an accounting entity (RG Tax LLC), through which RGWM provides or arranges annual tax return preparation for certain clients and may pay the cost for households meeting the firm’s asset threshold; clients are under no obligation to use the affiliated tax services. The firm also has a referral/partnership arrangement with a separate law firm via a supervised person who is a licensed attorney for estate‑planning needs, and it discloses and describes policies intended to address the related conflicts of interest (for example, in rollovers and referral arrangements).

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.