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.