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 provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and performance measurement services to individuals, high net worth clients, estates, trusts, pension and profit-sharing plans, and charitable organizations, managing roughly $581 million for about 178 clients. The firm offers customized portfolios that may include mutual funds, ETFs, equities, corporate and municipal bonds, options, bullion and annuities, and it also serves as a coordinator for assets managed by unaffiliated external managers. RTW’s investment process emphasizes fundamental analysis and long-term portfolio construction tailored to each client’s objectives, tax situation, liquidity needs and risk tolerance, with periodic reviews and the ability to impose client restrictions. The firm provides ongoing monitoring and can aggregate and report on assets outside its direct management as part of performance measurement engagements. RTW differs from many peers in two uncommon ways disclosed in its brochure: certain firm personnel are dually registered as broker‑dealer representatives with Momentum Independent Network and may receive commissions for brokerage transactions in their separate capacities, and key firm principals are also partners in an affiliated accounting practice (Morris C. Williams & Associates, P.C.), with reciprocal referral relationships disclosed. The firm also offers separate, negotiable performance measurement and reporting services that can cover assets not under its discretionary management.

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.

You can also browse RTW Financial Advisors Inc's office locations.

Name	Location	Years of experience
Stephen Mckimmey	Dallas, TX	12
Peter Roe	Dallas, TX	44
Morris Williams	Dallas, TX	44

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