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October 2022 by karl butler
I trust and is going with RobertsWealth Management
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March 2022 by James K.
No communication, attrition rate at this firm is horrible. We were clients for 4 years and had more account managers than I can remember. Do yourself a favor and avoid at all cost.
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August 2021 by Allyson C.
Though I have only been with RWM since 2018 I have not experienced that attitude from April, Paul (her father) or anyone else associated with them. I find them to be serious about their fiduciary responsibilities. Even if my "wealth" may not be in the upper 50% of other clients, my retirement is still growing. Their questionaires help them to learn your investment tolerance, and I have never seen anything different. RWM may not work for everyone but they work for me and they were not the first advisor I "interviewed".
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October 2020 by Daniel Caserta
Met with Paul Roberts (founder) on 2-6-2020 and was impressed. In initial meeting its just a chat and he interviews you to see where you are, so no sales happen. Then once they set up strategy they call you back in for a follow-up to show you. This was the best presentation I have had so far and I felt more confident in the uniqueness of what Roberts WM does, not just simply Annuity Sales. I'll follow this up later...
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October 2020 by Sara Heald
April leads an organized and skillful office to help with your financial planning needs. She constantly educates herself and team to understand the most up to date best practices in the world of financial planning. Would recommend.
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October 2019 by Gordon Mock
Provided critical feedback after attending one of their free dinners and marketing presentation. I never even received an acknowledgement of my email to their standard address. I guess they decided I was too much trouble to want my business.
