Who we are
Our company was started in 2012 by our founder, James Roberts. Originally “RT Wealth” was similar to almost every other financial planning firm with the mission of helping people to manage their investments and risks.
Only two years into our existence the first of 3 life changing events occurre in James’ life. His brother was diagnosed with cancer. This was followed by a near fatal car accident and finally the birth of James’ son Hudson as the 46th person ever born with his rare genetic syndrome.
It was after overcoming these 3 events, that James felt led to transform the way he personally managed his own wealth and life.
What he uncovered in his own process is what we offer to every one of our clients. We all have one life to live. You can either let it happen and hope in the end that it aligned with what truly inspires and motivates you, or you can get deliberate and be intentional about what those things are and how you choose to live from now on.
FAQ’s
Are you a fiduciary?
Yes. As a Registered Investment Advisory Firm (RIA), we have a fiduciary responsibility to do what is in the best interest of our clients at all times. This is above and beyond the “Prudent Man” rule of non-fiduciary firms. We do not offer commission based products.
how do you get paid?
We are a fee based firm, meaning we assign a percentage fee based on the level of Assets Under Management (AUM) that you have invested with our firm. Our fee decreases as AUM gets higher. We are very competitive on total fees paid, as we are very fee conscious on your behalf.
Who are your custodians?
We choose to custody our clients funds at Raymond James Financial (RJ). RJ’s family owned foundation attracted us to them. They have built first class expertise and support for their advisors and therefore our clients.
What services does your firm offer?
We are a planning firm at our core. So, we offer Retirement, Tax, Investment, Estate, and Risk Management planning. We also offer additional services to our Ultra-High Net worth clients.
what makes you different?
Our Intentional Way Process. We utilize machine learning and data analysis in our planning. This enables you to learn far more about why certain wealth strategies motivate you more, and how to utilize other areas to maximize your growth potential.
What investments do you offer?
We offer individual equities (stocks), individual bonds, Exchange-Traded Funds (ETFs), Mutual Funds, and Alternative Investments. For our ultra high-net worth clients, we offer Private Investment Opportunities and options strategies when appropriate.
