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For Advisors

The Independence to Rethink, Innovate, and Improve

We cherish our independence. We don’t preach or indoctrinate. We don’t mandate or micro-manage. We respect our colleagues and collaborate with each other. We rethink, innovate, refine, and learn new ways to improve our skills and the impact we have on our clients. Together we make each other better advisors and better people.

The Pursuit of Excellence, not Averageness

Investing in ESG is more than an investment choice at R|W. It’s the choice to pursue excellence not mediocrity; it’s the choice of stewardship, placing our clients’ needs ahead of all else; and it’s the choice to be generous with our time, resources, and responsibility to make the world a better place.

Real Wisdom, not Bigness

Do we offer our advisors and clients everything the bigger firms do? Not everything. However, what we may lack in some obscure investment product, ancillary service, or recognition program, we make up for with our knowledge, experience, judgment, and compassion. We call it Real Wisdom, something that you will not find everywhere.

Real Wealth, not just Investments

While Investment Management is in our name, we provide our clients with advice and guidance relating to all four cornerstones of Real Wealth: Investments; Borrowing and Liability Management; Non-Portfolio Risk Management; and Estate Planning and Fiduciary Services. This promotes stronger and more enduring client relationships.

Real Worth, Professionally and Personally

Practicing at R|W is fulfilling, meaningful, financially rewarding, and fun. If it wasn’t, we wouldn’t be here. If you are looking for an experience like that – professionally and personally; and if you would like to discuss what Real Worth may mean for and your clients, please let’s start a conversation.

Let’s get to know one another.