RWM Financial Group

www.rwmfinancialgroup.com

Are you a CFO or HR director of a small business, agricultural pursuit, or Native American organization? If you’re searching for a cost-effective 401(k) program that creates value for your company and employees, we can help. Rossiter Wealth Management (RWM) Financial Group provides a clear path to a secure retirement for employees while balancing the employer's needs through our cutting-edge tools, high-impact education, and commitment to service. We strategically design our 401(k), investment, and retirement plans to be transparent and customized—and achieve long-term financial success. We specialize in helping small businesses, the agricultural industry, high-net-worth families, and Native American organizations through our objective guidance and five-point planning process: Discovery—We familiarize ourselves with clients’ personal, professional, and financial life goals. Education—We discuss the risk/reward characteristics of different asset classes and their contribution to the overall portfolio asset allocation. Recommendations—We prepare a blend of investment vehicles to help clients pursue their goals. Implementation—We employ the investment methodologies to construct clients’ portfolios. Active Management—We provide a regular review of clients’ goals, allocation, and performance. Based in Lemoore, California, the RWM team is led by Brahm Rossiter, founder, Accredited Investment Fiduciary (AIF®), and Chartered Retirement Plan Specialist (CRPS®). Learn more about how we can help promote and optimize your company’s retirement plan success by visiting http://www.rwmfinancialgroup.com/ or calling (559) 924-0304.

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Are you a CFO or HR director of a small business, agricultural pursuit, or Native American organization? If you’re searching for a cost-effective 401(k) program that creates value for your company and employees, we can help. Rossiter Wealth Management (RWM) Financial Group provides a clear path to a secure retirement for employees while balancing the employer's needs through our cutting-edge tools, high-impact education, and commitment to service. We strategically design our 401(k), investment, and retirement plans to be transparent and customized—and achieve long-term financial success. We specialize in helping small businesses, the agricultural industry, high-net-worth families, and Native American organizations through our objective guidance and five-point planning process: Discovery—We familiarize ourselves with clients’ personal, professional, and financial life goals. Education—We discuss the risk/reward characteristics of different asset classes and their contribution to the overall portfolio asset allocation. Recommendations—We prepare a blend of investment vehicles to help clients pursue their goals. Implementation—We employ the investment methodologies to construct clients’ portfolios. Active Management—We provide a regular review of clients’ goals, allocation, and performance. Based in Lemoore, California, the RWM team is led by Brahm Rossiter, founder, Accredited Investment Fiduciary (AIF®), and Chartered Retirement Plan Specialist (CRPS®). Learn more about how we can help promote and optimize your company’s retirement plan success by visiting http://www.rwmfinancialgroup.com/ or calling (559) 924-0304.

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Country

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State

California

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City (Headquarters)

Lemoore

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Employees

1-10

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Founded

1983

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Estimated Revenue

$1 to $1,000,000

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  • Managing Director

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  • Financial Consultant

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  • Real Estate Investor

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