Welcome! Thank you for stopping by our website. We are thrilled that you have taken this important step towards achieving your financial goals.
A common question we hear is "What makes you different from other advisors?" We do not have a great answer to that question. That is probably better answered by our existing clients who have come to us from various backgrounds and who have worked with various advisors out there. We do not focus on what other advisors are doing and how they run their business. Rather, we find our time is best invested focusing on how to provide the very best level of service to you. Our goal is to exceed every expectation that you may have.
We achieve this by listening to you, first and foremost. That sounds simple. Some things are easier said than done. We take this very serious. It is not our responsibility to tell you what you want out of life. It is our duty, however, to understand it.
We are a comprehensive wealth management firm. This is important as it means that we are not interested in selling you a product or service. We are here to help guide you. We want to ensure that you have clearly defined for you and your family realistic goals and dreams. Are your investments properly diversified? Is your family adequately protected in the event you are disabled or worse, a premature death? Are you over or under insured? Do you understand the tax consequences of each of your investment options? Do you have the necessary estate planning documents in place? Are you aware of the fees you currently pay? Do you understand what each fee is for? Most importantly, do you have the confidence that your best interests are at the forefront of every decision being made regarding your financial life?
At Roberts & Team Wealth, we take a team approach. We have developed relationships with CPAs, Attorney's, Insurance Agents, Real Estate Agents, Mortgage lenders, and more. If you are already working with someone in any of those fields, we ask to meet them. It is important that all of your advisors are working together and complimenting what the others are doing to ensure your goals are being addressed. We are here to serve as your coach. Professional athletes, singers, and Ball Room dancers are all the best at what they do. They are all very unique. Yet, the common thread between them all is that they all still need a coach. We want to provide that same level of expertise to you. As your financial coach, we understand the obstacles that may lay ahead and from experience we may be able to avoid some pitfalls that others fell prey to.
We understand the importance of your decision in choosing a professional to help you to accomplish these lifetime goals and dreams. We will work our hardest to earn and build the trust necessary until you feel comfortable with your decision.
It is the simple smile that we see on our clients’ faces after they realize a goal that makes us come back to work tomorrow. We would love to add you and your family's smile to the RT Wealth family.
We look forward to the opportunity to help you to plan for your future.