100 Weymouth Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Rich is the founding partner at RWM and has been active in the profession for over 20 years. He had developed a unique ability to talk honestly and directly to his clients, helping guide them past their short-term worries and...
Client Services Associate
Karen has 6 years' experience in the mortgage industry handling everything from expediting time sensitive disclosures and pre-processing to business development and client relations. Her real passion is helping others to achieve their...