RWM Financial Group

Promoting 401(k) and Retirement Plan Success to Help Employers and Employees Build, Preserve, and Transfer Wealth

General Information
Company Name
RWM Financial Group
Founded Year
1983
Location (Offices)
Lemoore, United States +1
Founders / Decision Makers
Number of Employees
7
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

RWM Financial Group - Company Profile

RWM Financial Group is a financial services and wealth management startup based in Lemoore, California. Established in 1983, their primary focus is on promoting 401(k) and retirement plan success to aid employers and employees in building, preserving, and transferring wealth. The company's offerings are targeted towards small businesses, agricultural pursuits, high-net-worth families, and Native American organizations. Rossiter Wealth Management (RWM) Financial Group sets itself apart through its cutting-edge tools, high-impact education, and a commitment to service. Their five-point planning process involves discovery, education, recommendations, implementation, and active management. Led by founder Brahm Rossiter, an Accredited Investment Fiduciary (AIF®) and Chartered Retirement Plan Specialist (CRPS®), the company aims to provide a clear path to a secure retirement for employees while considering the employer's needs. The startup's slogan, "Promoting 401(k) and Retirement Plan Success to Help Employers and Employees Build, Preserve, and Transfer Wealth," accurately reflects their core mission. For more information on how RWM Financial Group can optimize a company’s retirement plan success, individuals can visit their website or contact them via phone. However, there is no available information regarding their last investment or the investors involved. In summary, RWM Financial Group is positioned as a valuable ally for entities seeking to establish a cost-effective and transparent 401(k) program that creates sustainable value for their company and employees.

Taxonomy: 401k, retirement planning, investment, financial advisor, small business, agricultural industry, native American organizations, retirement plans, financial planning, employee benefits, IRA, high-net-worth families, financial education, retirement savings

Funding Rounds & Investors of RWM Financial Group (0)

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There is no investment information

Latest News of RWM Financial Group

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No recent news or press coverage available for RWM Financial Group.

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