Retirement Wealth Specialists

Retirement Wealth Specialists was founded in 1998
with a commitment to providing comprehensive wealth
management. We now have a team of professionals with
over 122 years of combined experience in the financial
services industry. Our experience over the years has taught
us the importance of asking targeted questions that go
beyond basic financial planning. We incorporate investment
management, tax

reduction strategies, and family wealth
planning into your overall wealth management plan. Our approach to delivering comprehensive wealth management always starts and ends with you, our client. Our professionals fully evaluate your situation to prepare personal solutions that integrate Investment Management, Tax Reduction Strategies, Retirement Planning and Family Wealth Management & Estate Planning. We begin this process by learning the details of your financial picture so we can create a customized financial plan designed specifically for you. Once your personal financial plan is in place, we will schedule to meet with you on a regular basis to review your portfolio of assets and update your financial situation. Between meetings we continue to care for you with our calendar of regular client communications and client events; including workshops to keep you informed of economic news, appropriate tax law changes and estate planning rule updates. At Retirement Wealth Specialists we…
1. CREATE a financial plan specifically for you by getting to know you and your financial picture.
2. REVIEW your portfolio frequently to keep you updated and on track.
3. CARE about you by keeping you informed through mailings, emails and frequent events. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA(www.finra.org)/SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Retirement Wealth Specialists is affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice. https://bit.ly/KF-Disclosures

This profile is published for residents of the United States only. Registered representatives of Kestra IS and Investment Adviser Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-553-7872.