Helping Build Your Legacy
For Your Kids & Grandkids
For You
$0
Assets Under Management
0
Years of Experience
As of 10/15/2025
According to the WSJ & HumanInvesting.com fewer than 5% of financial advisers are fee-only and follow a true fiduciary standard. Meaning, no commissions and are legally required to prioritize clients' interests.
What is Fee-Only Fiduciary Money Management?
Why You Will Benefit
Our goal is to help you achieve true financial security, reduce financial stress and build a lasting legacy you can transfer to your loved ones.
Active Money Management
needs to be adaptive, timely, researched driven, and beneficial for your retirement security. At RWM, we do not believe in a one-size-fits-all cookie cutter approach, nor do we believe in "set it and forget it" 60/40 asset allocation pushed by the majority of advisors and firms.
Holistic Financial Planning is crucial to your financial success. At RWM, we believe in covering all your financial bases. Providing each client a customized and detailed retirement plan will help ensure your retirement success.
Conflicts of interest should never be part of your financial relationship. At RWM, we are Fee-Only Fiduciary Money Managers "the Gold Standard" who always work in your legal best interest. Fee-based and commission based advisors put your financial security in jeopardy, through conflicts and not legally bound to work in your best interest.
To learn more about what Fee-Only Fiduciary Money Management means to you, Click here. Or
Retirement planning, income maximization, tax reduction strategies
Customized money management for your specific situation
Investment management designed to grow your wealth, provide increasing retirement income, and manage the risk in your portfolio
Active, timely, proactive wealth management—never “set it and forget it”
Exceptional service and client communication
Is it possible to Triple Your Retirement?
Two-Thirds More
Two-Thirds Less
You Decide
Your Guide to Potentially Tripling Your Retirement Portfolio & Income*
Discover the strategies that could redefine your financial future.
Imagine a retirement filled with freedom, adventure, and peace of mind
Too many investors unknowingly make costly mistakes that drain their savings and reduce their income potentially by two-thirds or more. This free guide reveals the strategies that can help you protect and grow your retirement portfolio in today's changing market.
The Rezny Wealth Report
Get Timely Fiduciary Financial Insights on Your TV, on Your Radio, or in Your Inbox
Keep up-to-date with the current state of the market. Brian is the host of The Rezny Wealth Report, a weekly TV and radio show that helps investors navigate the fiduciary financial landscape. He answers your questions live on the air.
Click Here to view the current TV shows.
Countless investors and retirees inadvertently commit critical errors
that jeopardize their long-term finances.
Where's the Silver Lining?
Free Retirement Success Analysis
Take our Retirement Success Score Analysis to provide a snapshot of the overall health of your Retirement.
