Rich Wealth Management, Dwight W. Rich, CFP

Rich Wealth Management, Dwight W. Rich, CFP Certified Financial Planner practitioner with over 20 years of experience. Testimonials are unsolicited, and no cash
or non-cash compensation is provided.

Certified Financial Planner CFP® practitioner and Registered Social Security Analyst, RSSA® with over 28 years of experience helping families and small to mid size institutions grow and protect wealth. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. (“Rich Wealth Management ”) and Sound Income Strategies, LLC are not associated

entities. WWW.SEC.GOV

Testimonials are based on unique experiences from current clients and are not
representative of all client experiences. Investing involves risk, including the
possible loss of principal and fluctuation of value. Past performance is no
guarantee of future results. Additional information about Sound Income
Strategies, LLC is available in its current disclosure documents, Form ADV, Form
ADV Part 2A Brochure, and Client Relationship Summary report which are
accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD)
database at www.adviserinfo.sec.gov, using SEC # 173272.

Honored to be featured in this month’s issue of the Voice-Tribune! It’s on stands now around Kentuckiana!
07/08/2026

Honored to be featured in this month’s issue of the Voice-Tribune! It’s on stands now around Kentuckiana!

Dive into our extensive resources on the topic that interests you. It's like a masterclass to be explored at your own pace.

08/30/2025

Enjoyed my interview this week on WAVE 3 with Sean

What will your family do if you can't earn an income? Here are steps you can take today.
06/02/2025

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What does it actually cost to raise a child? You might be surprised.
05/30/2025

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

With the children now out of the house, financial priorities become more focused on preparing for retirement.Learn more ...
05/29/2025

With the children now out of the house, financial priorities become more focused on preparing for retirement.

Learn more in this quick read, and give me a call with your questions.

Dwight Rich, CFP
(502) 523-6551

Do your insurance needs stay the same when the nest empties?

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
05/27/2025

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it, and give me a call wit...
05/27/2025

Divorce is the second most stressful time in a person's life. Here's some tips to get through it, and give me a call with your questions.

Dwight Rich, CFP
(502) 523-6551

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Is your estate in order? This short quiz may help you assess your overall strategy. Give me a call with your questions.D...
05/22/2025

Is your estate in order? This short quiz may help you assess your overall strategy. Give me a call with your questions.

Dwight Rich, CFP
(502) 523-6551

Is your estate in order? This short quiz may help you assess your overall strategy.

Developing a retirement strategy? It's critical to know the differences between investment types.
05/22/2025

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

With alternative investments, it’s critical to sort through the complexity. Learn more in this short video, and give me ...
05/20/2025

With alternative investments, it’s critical to sort through the complexity. Learn more in this short video, and give me a call with your questions.

Dwight Rich, CFP
(502) 523-6551

With alternative investments, it’s critical to sort through the complexity.

Address

9850 Von Allmen Court, Suite 201
Louisville, KY
40241

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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