Retirement Wealth Solutions LLC

Overview

Retirement Wealth Solutions LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm provides financial planning and portfolio management primarily to individual and family clients, and it also operates as an insurance broker. Its advisory fees are charged via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm is SEC-registered (registration year 2024) but is not listed as a multi-state or newly formed adviser, and it does not position itself as a capital allocator or pension consultant. Retirement Wealth Solutions reports that it is not an active ESG investor. The business model centers on serving individuals, families and small-business owners, combining advisory services with insurance distribution—an alignment that helps explain the firm’s use of annuities alongside traditional investment products. The adviser maintains multiple offices (three locations reported) to support its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives