ON YOUR SIDE
The services at RHWM are fee-only. That means your needs and interests always come first. We don’t charge commission, and we never receive compensation from any of the companies or mutual funds we recommend.
My expertise is carefully informed by your goals, concerns and tolerance for risk. I collaborate with you to design an investment plan that matches your needs and personal preferences, drawing on my deep experience to guide you.
I have first-hand expertise with the ups, downs and middles of our continually evolving marketplace. I believe that the best investing strategies are simple, straightforward and easy to understand.
I strive to create a safe and relaxed atmosphere where you’ll feel comfortable asking questions and discussing areas of concern. My goal is to explain financial issues clearly and simply so you gain a sense of control, knowledge and mastery over your financial life.