A complete list of active advisors currently associated with RTW Financial Advisors Inc

Warmer can help you find a great advisor at RTW Financial Advisors Inc or one who fits your needs even better.

RTW Financial Advisors is an SEC-registered investment adviser managing roughly $580 million for a mix of individual clients (including high-net-worth individuals), family offices, pension and profit-sharing plans, charitable organizations, and other entities. The firm offers discretionary and non‑discretionary portfolio management, written financial planning, performance measurement reporting, and family office/CIO services. The firm’s investment process emphasizes fundamental security analysis and strategic asset allocation with a preference for longer-term holdings, and portfolios are constructed to reflect each client’s objectives, time horizon, risk tolerance, and tax considerations. Accounts are monitored continuously and reviewed at least quarterly, and the firm may use third‑party managers when appropriate. What is notable about RTW is that some management personnel are separately licensed as registered representatives of an unaffiliated broker‑dealer and may receive transaction‑based compensation; the firm generally requests clients direct trades through that broker‑dealer, a practice that creates potential conflicts that the brochure discloses. Management personnel are also partners in a local accounting firm and the adviser and accounting firm occasionally cross‑refer clients for separate services, with disclosures and policies in place to address those relationships.

To learn more about the advisors currently working at RTW Financial Advisors Inc, 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.