1 We've been investing your money-like our money-since 1962. Nothing hones one's investment acumen like having your own money on the line, so that's why we're co-invested with you. Because the most attractive investment opportunities are rare, when one arises we use it across our client spectrum-and in our own profit sharing and personal accounts as well.
Simply put, we seek ideas for our clients that we'd use-and do use-in our own portfolios. 2 We buy investments, not markets. If we like three investment ideas today based upon current fundamentals, why not buy those three ideas outright, rather than a mutual fund with 50 names? Assuming that fund contains our three best ideas, that means it also contains 47 mediocre ideas at best.
Simply put, we seek ideas for our clients that we'd use-and do use-in our own portfolios. 2 We buy investments, not markets. If we like three investment ideas today based upon current fundamentals, why not buy those three ideas outright, rather than a mutual fund with 50 names? Assuming that fund contains our three best ideas, that means it also contains 47 mediocre ideas at best.
Services
We are, by design, a boutique financial investment firm with a diverse client base. We take pride in our highly personalized, conservative, and sophisticated approach to investing and financial planning, developed over a period in excess of 50 years. We offer an investment management program, as well as general brokerage services.
For over five decades, through periods of both economic prosperity as well as uncertainty, Romano Wealth Management has maintained a consistent, disciplined investment approach based upon these fundamentals:. We offer investment management, transaction services, and financial planning for a single, modest asset-based fee, rather than on a traditional commission basis.
Romano Wealth Management offers comprehensive retirement and financial planning services to its clients. After a series of personal interviews, we develop an integrated financial plan that takes into consideration all aspects of our client's financial future-investments, taxation, insurance, retirement needs, and estate planning.
Romano Wealth Management is an active participant in all sectors of the U.S. bond market. This includes municipal, corporate, government agency, treasury and mortgage bonds. We also participate in the primary and secondary markets for fixed and variable rate FDIC Insured Certificates of Deposit. We create fixed income portfolios for our clients based upon their income needs and risk parameters using individual issues versus bond mutual funds.
An estate plan puts you in control of your financial destiny, and preserves the assets for which you've worked so hard. In addition, it provides the outline for an orderly, efficient transfer of assets to your heirs, and minimizes the costly impact of estate taxes. By utilizing a trust, you may also reduce your estate settlement expenses as well as guard your family's privacy by removing assets from the probate process.
Reviews (1)
Chioma Precious
Oct 17, 2021
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Switched my trading to Mrs Peggy Abbott a few months ago after going through a lot of losses ,I invest with her and let her manage my account. Was so impressed with the service and I switched brokers to them. So far I invested $1500 and Earned $26,450 After 7days of investing and I’m getting used to their platform. Happy to continue trading with Mrs Peggy Abbott, may God continued to bless you ma'am. You can also contact her if interested. Email: Peggyabbott239@gmail.com WhatsApp +1(475) 295-1383
