What makes RWM Financial Advisors, Inc. different from other financial advisory or brokerage firms?
RWM is different from other financial advisory and brokerage firms in a number of ways. First, RWM provides advice on all aspects of a clients finances while at the same time, assisting them with the implementation of their recommendations. RWMs service initiatives are designed to be unparalleled. No detail of a clients finances is overlooked. Reviews of employment contracts, real estate leases, wills, trust agreements, stock option agreements, auto insurance, non-qualified deferred compensation agreements, private investments, hedge funds, corporate minutes, buy-sell agreements, retirement plan documents, business tax returns, U.S. savings bonds, and even the evaluation of retirement village contracts are routine at RWM. Interaction with the clients other advisors, such as actuaries, accountants, attorneys, bankers, insurance agents, and employee benefits specialists to ensure that everyone is working on behalf of the client is an everyday occurrence. Brokerage firms dont supply this
