RWM Capital, LLC

Michael Markiewicz is a financial advisor at RWM Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Foundations Investment Advisors, LLC since 2017 and operates Markiewicz Financial LLC, which focuses on life insurance and fixed/indexed annuities. RWM Capital provides fee-based financial planning and discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and quantitative algorithms to manage approximately $222 million across multiple offices.

Carter Lewis is a financial advisor at RWM Capital, LLC with a Series 65 designation and four years of industry experience. He has worked at Roberts Wealth Management since 2018 and is involved with Foundations Investment Advisors. Outside of his advisory role, he engages in insurance activities through Roberts Wealth Management. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients, focusing on retirement preparation and comprehensive planning. The firm utilizes model portfolios, sub-advisers, and algorithmic allocation tools across its multi-office platform to manage approximately $222 million in assets.

Jordan Thomas is a financial advisor at RWM Capital, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked in hospitality and retail sectors, including roles at Beau Rivage Resort & Casino and Panda Express. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm utilizes tailored asset allocations, external model portfolios, and algorithmic tools across a multi-office platform to manage client relationships and portfolios.

Thomas Moore III is a Series 65 licensed advisor with four years of industry experience. He is currently with RWM Capital, LLC and has previous experience at Foundations Investment Advisors, LLC and New York Life Insurance Company. In addition to his advisory role, he works as an independent insurance agent and tax specialist, providing insurance, tax, and financial planning services. RWM Capital, LLC offers financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools across multiple offices to manage over $220 million in assets.

Paul Roberts III is a financial advisor at RWM Capital, LLC with nine years of industry experience. He holds the Series 65 designation and has been involved with multiple related firms, including Foundations Investment Advisors, LLC, and Roberts Wealth Management of MS, LLC, where he serves as president and independent agent. Roberts Wealth Management (RWM Capital, LLC) provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs a multi-office structure and uses tailored asset allocations with model portfolios, sub-advisers, and algorithmic tools to manage approximately $222 million across more than 1,400 client relationships.

Alan Bradley is a CFP® with 18 years of industry experience, currently serving as a financial advisor at RWM Capital, LLC. His prior experience includes roles at Pruco Securities, LLC, Prudential Financial Planning Services, Bank of America, Merrill, and TIAA-CREF. In addition to his advisory work, he acts as an independent insurance agent, providing insurance and annuity solutions to clients. Roberts Wealth Management (RWM Capital, LLC) serves individual and high-net-worth clients, offering comprehensive financial planning and fee-based discretionary investment management. The firm employs tailored asset allocations using model portfolios and sub-advisers, combined with algorithmic tools for tactical allocation and rebalancing, operating across eight offices with 12 advisors managing approximately $222 million.

Brennan Kim is a financial advisor at RWM Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Foundations Investment Advisors and Aflac. Kim also serves as an insurance representative specializing in Medicare alongside his advisory role. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools while maintaining a multi-office structure and managing approximately $222 million in client assets.

Victor Morales Blandon is a Series 65-licensed advisor with RWM Capital, LLC, holding one year of industry experience. His prior roles include positions at Northwestern Mutual and several automotive-related companies. He also provides insurance planning services as an independent insurance agent. RWM Capital, LLC (Roberts Wealth Management) serves individual and high-net-worth clients, offering comprehensive financial planning and discretionary investment management. The firm uses tailored asset allocations with model portfolios and third-party advisers, supported by algorithmic tools and a multi-office structure managing approximately $222 million in assets.

Richard Peek III is a financial advisor at RWM Capital, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Helmsing Leach Law Firm and Park First, as well as engagements at the University of South Alabama Mitchell College of Business and All American Heroes. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and quantitative algorithms for portfolio management across multiple offices.

Zhaoxia Lin is a financial advisor at RWM Capital, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at W&S Brokerage Services and Western & Southern Life. Outside of advisory work, she is a full-time insurance sales agent with Western & Southern Life. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools across its multi-office platform to serve approximately 1,437 client relationships.

Armir Zeneli is a financial advisor with RWM Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at firms including The Vanguard Group and Wells Fargo, and was involved with Illyrian Autoworks, LLC from 2021 to 2023. RWM Capital, LLC, operating as Roberts Wealth Management, provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools to manage approximately $222 million across multiple offices.

Robert Kirby is a financial advisor at RWM Capital, LLC with the Series 65 designation and one year of industry experience. Prior to joining RWM Capital, he served in the Mississippi Air National Guard for 37 years. RWM Capital, LLC provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations implemented through model portfolios and sub-advisers, combining multi-office scale and algorithmic allocation tools to manage approximately $222 million across 1,437 client relationships.

Michael Thompson is a financial advisor at RWM Capital, LLC with 20 years of industry experience. He holds a Series 66 designation and has held roles at firms including Charles Schwab, Northwestern Mutual, and MassMutual. Thompson is also active as an insurance agent with Roberts Wealth Management. RWM Capital, LLC provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs tailored asset allocations using model portfolios and sub-advisers, supplemented by third-party quantitative algorithms for tactical and strategic rebalancing across multiple offices.