Westwood, MA Office
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RMW Wealth Management, LLC
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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.
Based on RMW Wealth Management, LLC
Expertise
Based on RMW Wealth Management, LLC
Location
Westwood MA
Advisors at this office
1
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