RMW Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RMW Wealth Management provides personalized wealth management and financial planning to individuals, trusts, foundations, retirement plan sponsors, and corporations. The firm reports discretionary regulatory assets under management of about $9.19 million across roughly 25 clients and offers investment management, financial planning, and specialized business exit planning.
RMW develops customized financial and investment plans through client interviews and ongoing reviews, using asset allocation guidelines implemented with mutual funds, ETFs, stocks and bonds and relying primarily on fundamental analysis. Investment management is generally discretionary under a Limited Power of Attorney, clients receive custodial statements (SEI is the primary custodian) and accounts are reviewed at least annually.
Notably, RMW offers retirement plan/pension consulting and related services for plan sponsors — including fiduciary monitoring, plan benchmarking, vendor search support, and participant communication — a service relatively uncommon among peers. The firm also provides business exit planning for privately held owners and discloses that some professionals hold broker-dealer and insurance licenses and may receive commissions for product sales, a potential conflict of interest described in the brochure.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fees range from $1,000 to $5,000 per engagement.
Negotiable, generally 0.75% to 1.50% annually (based on account size, complexity, and other factors)
Certain professionals registered representatives receive customary commissions for securities sales; commissions not offsetting advisory fees.
Account minimum: $500,000
Main office
See officeWestwood MA
Advisors at this office
1
Most active in
Colorado · Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Bradley T
CFP®
Durango, CO
RMW Wealth Management, LLC
Bradley Tafoya is a CFP® professional with seven years of industry experience. He is the sole advisor at RMW Wealth Management, LLC in Durango, Colorado. Prior to founding RMW Wealth Management, he worked for over 27 years at Tafoya Barrett and Associates PC. RMW Wealth Management provides personalized wealth management and financial planning services to individuals, trusts, foundations, retirement plan sponsors, and corporations. The firm offers discretionary investment management, financial planning, and specialized business exit planning, with a focus on customized asset allocation using mutual funds, ETFs, stocks, and bonds.
Joshua G
Series 66
Westwood, MA
RMW Wealth Management, LLC
Joshua Gould is a financial advisor and managing partner at RMW Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Equitable Advisors, and Mass Mutual Life Insurance Company. Outside of his advisory practice, he is involved with Common Time Pathways, an online recruiting portal connecting musicians and higher education institutions for scholarships. RMW Wealth Management provides personalized wealth management and financial planning services to individuals, trusts, foundations, retirement plan sponsors, and corporations. The firm offers discretionary investment management, financial planning, and specialized business exit planning, with a focus on fundamental analysis and customized asset allocation.
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