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 encouraging them to focus on their bigger financial picture. His approach has resulted in long-term client relationships that are built on a foundation of trust and understanding.
Rich works with individuals and families to help them create and pursue their financial goals. He advises clients on their investments, retirement, insurance, and estate planning needs. He works with small business to help them navigate their employer sponsored retirement plans and understand their succession options and insurance needs. He also works with large corporate clients to manage their company retirement plans as well as develop and deliver employee financial education.
Rich's Professional Credentials:
- Series 7 & 63 securities registrations
- Accredited Investment Fiduciary
- Licensed for Life, Disability, and Health Insurance
Getting to know Rich
- Rich resides in Plymouth, MA with his daughters Peyton and Savannah, their dog Tucker, and rescue kitten Zaeda. He is the proud father of four children. Rich enjoys playing sports and spending time coaching soccer, he is currently the assistant Men's soccer coach at Massachusetts Maritime academy.