A complete list of active advisors currently associated with RMW Wealth Management, LLC

Warmer can help you find a great advisor at RMW Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at RMW Wealth Management, LLC, 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.

You can also browse RMW Wealth Management, LLC's office locations.

Name	Location	Years of experience
Joshua Gould	Westwood, MA	15
Bradley Tafoya	Durango, CO	7

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support