Westport, CT Office

RMR Wealth Management advises individuals (including high‑net‑worth clients), retirement plans, and corporate/business clients through discretionary portfolio management and multiple managed‑account programs — Separately Managed Accounts, Multi‑Manager, ETF/Mutual Fund portfolios, Rep‑as‑Portfolio‑Manager, and retirement plan management. The firm also offers general consulting on a project basis (cash flow, estate planning analysis, benefits, and insurance analysis) rather than positioning standalone ongoing financial planning as a primary service.

Advisers at RMR build portfolios using third‑party platforms and managers accessed via Envestnet, SEI, and Fountainhead, tailoring allocations to client objectives, time horizon, and risk tolerance. Their investment menu includes conventional equity and fixed‑income strategies and may include managers or strategies that use derivatives (options and futures) and non‑traditional/alternative approaches for clients meeting suitability criteria.

Certain personnel are also registered representatives of an unaffiliated broker‑dealer and may receive commissions for brokerage services; RMR discloses this affiliation, excludes assets for which such commissions were paid from its advisory programs, and rebates 12b‑1 fees quarterly as a mitigation. The firm also documents potential incentive arrangements — including a minority equity incentive tied to a third‑party manager and written promoter referral agreements — and describes procedures to evaluate and monitor third‑party manager recommendations.