Retirement Wealth Management, Inc.

Overview

Retirement Wealth Management, Inc. is an independent registered investment adviser focused on fee-based portfolio management for individuals and small businesses. The firm operates with an owner-type structure listed as individual and charges clients on a percentage-of-AUM basis. Its advisory mandate is concentrated on direct portfolio management rather than institutional consulting or pension work, and it does not identify as an active ESG investor or a multi-state adviser. Investment activity centers on liquid public equity exposure complemented by traditional fixed-income instruments and insurance products. The firm prefers exchange-traded securities as its primary vehicle for implementing equity allocations, while using mutual funds and corporate debt to fill out income and core bond sleeves. Retirement Wealth Management, Inc. positions its strategies for individual and family clients seeking managed, discretionary accounts sized for retirement- and wealth-preservation goals.

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Public Holdings

Investments & Alternatives

Location & Offices