A complete list of active advisors currently associated with RX Wealth Management
Warmer can help you find a great advisor at RX Wealth Management or one who fits your needs even better.
RX Wealth Management provides portfolio management and financial planning services to pooled or institutional accounts while also noting the capacity to advise individuals and high-net-worth clients. The firm prepares written investment policy statements, offers both discretionary and non-discretionary management, and works with a range of investments including mutual funds, ETFs, fixed income, real estate funds, private placements and other alternative vehicles. The firm’s investment approach draws on multiple analytical methods—charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis—and emphasizes long-term trading and regular portfolio monitoring. It documents client objectives and risk tolerances in an Investment Policy Statement and seeks to allocate investment opportunities on a fair and equitable basis across accounts. RX Wealth Management’s practices include some features that are uncommon among peers: in addition to asset-based management, it offers hourly and fixed-fee financial planning services, and it discloses that a supervised person is licensed to accept outside compensation for the sale of investment products, a potential conflict of interest. The brochure also reported no assets under management as of its filing date and indicates the firm does not aggregate trades across client accounts.
To learn more about the advisors currently working at RX Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Kennewick, WA
| 4
|
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