Who We Serve

Who We Serve

At our financial advisory firm, we cater to politically conservative individuals and business owners who share our values of hard work, ambition, and straight talk. Our clients are often high-achieving, Type-A personalities who value performance and appreciate a no-nonsense approach to financial planning. They have big ideas and are willing to do whatever it takes to achieve success in their business ventures.

We recognize the unique challenges that successful individuals and business owners face when it comes to investing and financial planning. That’s why our team is made up of experienced financial experts who specialize in addressing these complexities. We’re committed to providing our clients with the personalized attention and customized strategies they need to achieve their financial goals

What does my exit look like?

“I’ve always envisioned selling my business and retiring at age 65. I’ve done a good job building the business, my retirement accounts and outside real estate but I’m not sure I want to retire now. I don’t think I’m going to run out of money, but I’m not certain, and I know I’ve outgrown some of my advisors.” -Michael


The choice to retire is both a financial and lifestyle decision. To properly plan for retirement, Michael wanted to have a clearer sense of what retirement means for him, where he stood financially and his long-term financial projections. Investors, like Michael, who are considering retirement turn to RWA to help project their retirement income and implement a realistic strategy that enables them to retire with greater dignity.

What does my exit look-like
I beat the odds

I beat the odds

“I started my business in a male-dominated industry 20 years ago. It wasn’t easy. Even my parents and closest friends said I was taking on too big of a challenge, but I was determined and I persevered. I hired dedicated employees, and we built long term relationships with our customers and vendors and moved the business forward with hard work and quality service. I didn’t go over, under or around the wall – I went right through it. Now I have the capital to do what I want to do. I’m approaching retirement, but feel uncertain about what retirement looks like for my family and for me.” -Michelle


SEP IRA, Solo 401k, Roth IRA. Small business owner like Michelle face a number of retirement options. They have full control over their businesses and turn to RWA to gain greater control over their retirement plans. We develop highly personalized retirement plans that maximize returns while considering each client’s goals, risk tolerances, financial circumstances, and contribution limits. Busy business owners appreciate our responsiveness, interactive quarterly reviews and technology that keeps them in touch with their accounts, 24/7.

Planning for a better exit

“I’ve been running my business for the last 15 years and mostly investing in the market through my retirement plans. I’ve done well over the past 7 years, but I really don’t have time to pay attention to it since I’m running my business. As a strong conservative, I’m concerned about the market, especially political and market risk. I don’t have as much time to spend on my portfolio as I do on my business. I need help. I need a partner that holds my worldview and I can trust.”  -Joseph


At RWA, we take a comprehensive wealth management approach to our 401(k) clients, with a special focus on the CEOs and key employees. We recognize the significant impact that a well-designed retirement plan can have on building wealth, and we’re dedicated to helping our clients achieve their financial goals.


We leverage our business acumen, connections, and strategic thinking to help business owners and key employees build significant wealth through their 401(k)s and other retirement plans. We provide straight-forward advice that is tailored to each client’s unique needs and goals, ensuring that they have the support and guidance they need to achieve financial success.

Planning for a better exit

No BS… Just straight forward advice

Contact Bob, the Nation’s Predominant Politically Conservative Financial Advisor Today!

Call Bob @ (561) 288-1111

Email Bob @ [email protected]

Or schedule a call below!

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