RT Wealth

Specialties

We are a boutique financial planning firm who specialize in working with affluent individuals with complex retirement and estate planning needs. We believe in creativity and the art of planning. There is no single solution that either works or does not work for every client. We understand that and plan accordingly.

History

Established in 2012.

RT Wealth was founded by our current President and CEO James E. Roberts, CFP®. James entered the financial services industry in 2007 just in time to successfully navigate his clients through the worst financial crisis since the Great Depression.

It was his drive and determination that motivated James to leave the local bank where he was limited in his options to open RT Wealth.

Since opening our doors in 2012, we have nearly doubled our assets under management as a result of the creativity we instill in each unique plan we help our clients to design, implement and monitor.