A complete list of active advisors currently associated with RWC for Life

Warmer can help you find a great advisor at RWC for Life or one who fits your needs even better.

RWC For Life provides comprehensive financial planning, targeted financial consulting, and ongoing investment management to individuals, high-net-worth individuals, and corporate entities. As of January 8, 2026 the firm reported managing about $30.2 million in discretionary assets across roughly 97 client relationships and offers both written comprehensive plans and hourly consulting engagements. The firm creates customized portfolios and also uses model portfolios accessed through Altruist’s Model Marketplace, acting either as the primary manager or as a co-adviser to third-party investment advisers; accounts are managed on a discretionary basis with periodic rebalancing and at least annual reviews. Financial planning and consulting engagements are non-discretionary, with client objectives and any investment restrictions documented before recommendations are implemented. Notable disclosures in the brochure include that the firm’s principal is a licensed insurance agent and owner of Steward Financial Services, Inc., and may recommend insurance products that generate separate commissions, with stated policies intended to mitigate related conflicts of interest. The firm also maintains institutional relationships with Altruist and Schwab—receiving technology, research, and other support (including Altruist support tied to maintaining certain asset thresholds)—which the brochure identifies as an economic incentive to use those custodians.

To learn more about the advisors currently working at RWC for Life, 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.