Katy, TX Office

Roberts Wealth Management (RWM Capital, LLC) provides financial planning and fee‑based discretionary investment management primarily to individual clients and high‑net‑worth individuals preparing for or in retirement. The firm offers comprehensive planning across income, estate, tax, risk, medical and legacy topics, retirement plan rollover guidance, and ongoing portfolio management billed as a percentage of assets under management.

The firm constructs tailored asset allocations for each client and typically implements portfolios using model portfolios and sub‑advisers — for example Foundations Investment Advisors and models from Cabana Asset Management, Frontier Wealth Management, Morningstar Investment Management, and BlackRock Solutions — while supervising client relationships and rebalancing. Roberts Wealth Management also employs third‑party quantitative algorithms for tactical allocation and target‑volatility (strategic) rebalancing, with continuous monitoring and periodic rebalancing of client accounts.

Compared with many team firms, Roberts Wealth Management maintains an uncommon multi‑office structure (eight offices) while managing roughly $222 million with 12 advisors and about 1,437 client relationships. Its operating model — combining multi‑office scale, reliance on outside model providers and sub‑advisers, and the use of algorithmic allocation tools and AI‑assisted meeting processes — differentiates its service delivery from many peers.