YOUR WEALTH MANAGEMENT EXPERTS
Earning Your Confidence, Every Day
We pride ourselves on being a wealth management firm that fosters curiosity and embraces challenges. Our team is driven to look beyond surface-level figures and first-page summaries, constantly asking “what if” and “what about” to uncover new opportunities for our clients. This commitment to questioning assumptions and strategies allows us to deliver personalized, innovative solutions tailored to your unique financial situation. We believe confidence is earned through action, and our CFP® professionals and investment advisors work hard every day to gain your trust and help you achieve your family’s financial goals, both now and in the future.
YOUR WEALTH MANAGEMENT EXPERTS
Earning Your Confidence, Every Day
We pride ourselves on being a wealth management firm that fosters curiosity and embraces challenges. Our team is driven to look beyond surface-level figures and first-page summaries, constantly asking “what if” and “what about” to uncover new opportunities for our clients. This commitment to questioning assumptions and strategies allows us to deliver personalized, innovative solutions tailored to your unique financial situation. We believe confidence is earned through action, and our CFP® professionals and investment advisors work hard every day to gain your trust and help you achieve your family’s financial goals, both now and in the future.
What We Stand For
At RGWM, we aren’t focused on our bottom line. Our philosophy is to put our clients and their interests first. Having a financial planner by your side ensures that nothing is overlooked. Our financial planning will help you define your goals and build a roadmap for long-term, sustainable success.
When you partner with RGWM, you receive the following:
True Fiduciary Responsibility
As an independent, advisor-owned Registered Investment Advisor (RIA), we have a fiduciary responsibility to act and make decisions that are in your best interest. As a result, we are not obligated to sell proprietary products to satisfy the company hierarchy and can focus on you and your financial goals alone.
Expert Investment Management
Our nationally recognized Chief Investment Officer, David Hunter, leads our investment strategies and Investment Committee, boasting over 30 years of combined expertise. David oversees client portfolios, conducts in-depth data analysis, and crafts tailored financial plans. By leveraging advanced analytical tools and real-world expertise, we deliver trusted, research-driven portfolio solutions.
Trusted Planning Solutions
We utilize an industry-leading planning tool to give us the ability to help every client stay on track and reach their current and long-term goals. Smaller firms are unable to provide you with the knowledgeable staff, technical expertise, and financial resources that are at our disposal. We believe the resources and expertise of our financial advisors are integral to clients’ financial success.
Innovative Technology
At RGWM, our innovative technology enables us to provide you with reliable data that can be trusted in current and future financial analyses. This allows us to provide comprehensive advisory services with unlimited analytical capabilities and increased efficiency. Whether you need in-depth portfolio analysis, individual security research, or performance data, our technology is designed to help you maintain complete control over your financial assets.
Fair Advisory Fees
At RGWM, we have implemented a uniform fee schedule that is fair, transparent, and, most importantly, consistent. Many advisors providing private wealth management services “negotiate” fees with new clients individually to gain their business. We don’t believe this practice is ethical or fair to clients. Instead, we provide honest fee-based services tailored to your lifestyle and financial goals.
Culture of Collaboration
By pooling our collective expertise, we ensure that each decision is well-informed and tailored to meet individual needs. Whether it’s through investment planning, tax strategies, or retirement advice, our collaborative approach enables us to provide comprehensive solutions that consider every angle, giving our clients the confidence that their financial future is in trusted hands.
What We Stand For
At RGWM, we aren’t focused on our bottom line. Our philosophy is to put our clients and their interests first. Having a financial planner by your side ensures that nothing is overlooked. Our financial planning will help you define your goals and build a roadmap for long-term, sustainable success.
When you partner with RGWM, you receive the following:
True Fiduciary Responsibility
As an independent, advisor-owned Registered Investment Advisor (RIA), we have a fiduciary responsibility to act and make decisions that are in your best interest. As a result, we are not obligated to sell proprietary products to satisfy the company hierarchy and can focus on you and your financial goals alone.
Expert Investment Management
Our nationally recognized Chief Investment Officer, David Hunter, leads our investment strategies and Investment Committee, boasting over 30 years of combined expertise. David oversees client portfolios, conducts in-depth data analysis, and crafts tailored financial plans. By leveraging advanced analytical tools and real-world expertise, we deliver trusted, research-driven portfolio solutions.
Trusted Planning Solutions
We utilize an industry-leading planning tool to give us the ability to help every client stay on track and reach their current and long-term goals. Smaller firms are unable to provide you with the knowledgeable staff, technical expertise, and financial resources that are at our disposal. We believe the resources and expertise of our financial advisors are integral to clients’ financial success.
Innovative Technology
At RGWM, our innovative technology enables us to provide you with reliable data that can be trusted in current and future financial analyses. This allows us to provide comprehensive advisory services with unlimited analytical capabilities and increased efficiency. Whether you need in-depth portfolio analysis, individual security research, or performance data, our technology is designed to help you maintain complete control over your financial assets.
Fair Advisory Fees
At RGWM, we have implemented a uniform fee schedule that is fair, transparent, and, most importantly, consistent. Many advisors providing private wealth management services “negotiate” fees with new clients individually to gain their business. We don’t believe this practice is ethical or fair to clients. Instead, we provide honest fee-based services tailored to your lifestyle and financial goals.
Culture of Collaboration
By pooling our collective expertise, we ensure that each decision is well-informed and tailored to meet individual needs. Whether it’s through investment planning, tax strategies, or retirement advice, our collaborative approach enables us to provide comprehensive solutions that consider every angle, giving our clients the confidence that their financial future is in trusted hands.
Wealth Management Tailored to Your Needs
Retirement Planning
Plan for the future with help from our investment plan and wealth advisors
Tax Optimization
Maximize your tax returns with strategies from our expert financial advisors
Investment Management
Experience investment advising catered to your long-term financial goals
Financial Planning
Partner with certified financial planners for your asset management needs.
Affluent Families
Estate planning and wealth management services for higher-income families
Corporate Executives
Tailored financial advice for CEOs, presidents, and owners of large companies
Oil & Gas Professionals
Trusted advisory services offered to employees of oil and gas companies
Business Owners
Reliable financial services for individuals who own or manage their own businesses
Wealth Management Tailored to Your Needs
Retirement Planning
Plan for the future with help from our investment plan and wealth advisors
Tax Optimization
Maximize your tax returns with strategies from our expert financial advisors
Investment Management
Experience investment advising catered to your long-term financial goals
Financial Planning
Partner with certified financial planners for your asset management needs.
Affluent Families
Estate planning and wealth management services for higher-income families
Corporate Executives
Tailored financial advice for CEOs, presidents, and owners of large companies
Oil & Gas Professionals
Trusted advisory services offered to employees of oil and gas companies
Business Owners
Reliable financial services for individuals who own or manage their own businesses
Start Planning Your Future Today
Rhame & Gorrell Wealth Management offers a streamlined approach to wealth management, combining innovative planning and investment technology with personalized, high-touch financial advisory services. Connect with us today to discover how we can help you build a stronger future, starting now.
When you choose Rhame & Gorrell Wealth Management, you can expect:
- A dedicated financial advisor and support staff
- Conflict-free guidance and fee-only investing services
- Help structuring your estate and taxes to save you money
- An in-depth customized financial plan and annual updates
- Easy-to-understand pricing
- Experienced CFP® professionals who explain in terms you can understand
Start Planning Your Future Today
Rhame & Gorrell Wealth Management offers a streamlined approach to wealth management, combining innovative planning and investment technology with personalized, high-touch financial advisory services. Connect with us today to discover how we can help you build a stronger future, starting now.
When you choose Rhame & Gorrell Wealth Management, you can expect:
- A dedicated financial advisor and support staff
- Conflict-free guidance and fee-only investing services
- Help structuring your estate and taxes to save you money
- An in-depth customized financial plan and annual updates
- Easy-to-understand pricing
- Experienced CFP® professionals who explain in terms you can understand
