Roadmap Wealth Management
Roadmap Wealth Management (RWM) is a Registered Investment Advisor providing financial planning and investment management for individuals. RWM uses a fee-only compensation model, which includes an hourly fee for the financial planning and an asset based fee for managing the investments.
OUR CORPORATE MISSION:
To help business owners and pre-retirees over the age of fifty organize complex financial decisions into a strategic financial roadmap that achieves their financial goals and objectives.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.