Robbins Wealth Management (RWM) is an independent, fee-based investment management company offering wealth management and retirement planning services to families, high net worth individuals, and trusts on either a discretionary or non-discretionary basis. The niche of RWM is it's ability to manage investments in a non-discretionary capacity.
Too often individuals feel they need help with managing their wealth but are uncomfortable with handing over control. We have a solution. Under a non-discretionary agreement, no trading may take place in a client's account without prior verbal authorization, assuring our clients that they have final say on asset selection.
Too often individuals feel they need help with managing their wealth but are uncomfortable with handing over control. We have a solution. Under a non-discretionary agreement, no trading may take place in a client's account without prior verbal authorization, assuring our clients that they have final say on asset selection.
Services
Jim is a veteran with over 35 years of experience in the financial services industry, providing clients with thoughtful and invaluable investment advice and guidance. As president, he serves as senior investment strategist of Robbins Wealth Management and is responsible for the firm's unified wealth management strategies.
Comprehensive Retirement Planning - Making informed decisions regarding your retirement and how best to invest your nest egg is our specialty. We believe a person's portfolio should be designed so that it provides the client with the highest probability of reaching their long-term goals. Our aim is to lend professional advice allowing you to reach your goals while also providing piece of mind through financial understanding.
At Robbins Wealth Management, we dedicate ourselves to serving the evolving needs of our clients through various market environments. As firm believers in the long-term benefits of fundamentals and value investing, we focus our research and analysis on identifying companies that exhibit strong and sustainable earnings prospects and can be purchased at comparatively good value in the market.
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