RWM Asset Management, LLC (RWM) is a fee-only Pennsylvania registered investment advisory firm with its headquarters located in New Bloomfield, Pennsylvania. RWM provides Wealth Advisory Services including Comprehensive Financial Planning and Investment Management to individuals as well as business entities.

We recognize that along with financial success comes increased responsibilities and complexity. At RWM, we provide a holistic approach to managing all aspects of our clients’ financial situations. By doing so, we can exploit the critical interdependencies among investments, income and estate taxes, providing income for retirement, daily expense management, as well as business counseling. We recognize that our clients’ unique financial needs and goals change over time, so we offer a spectrum of services. We can demonstrate the short-term as well as long-term benefits of smarter tax strategies and improved investment decisions. We will also show our clients how to securely transfer money to loved ones, establish a trust or foundation, or simply help them to manage their finances on a daily basis.

Due to our extensive professional contacts, we have incorporated and improved the “best practices” of numerous advisory firms from across the nation into our Wealth Advisory Services package. Also, unlike other advisory firms, we offer expertise in all key areas of Wealth Advisory Services including: Income Tax Planning and Preparation, Investment Management, Estate Planning and Trust Services, Expense Management and Reporting, as well as Business Advisory Services. This expertise allows our financial advisors to deliver the best possible personalized advice and is provided without conflicts of interest.

At RWM Asset Management, we also add value to our services by keeping abreast of industry and legislative changes, providing staff members with continuing education and training programs, and addressing each client’s situation on an individual basis. We are committed to establishing trust, respect, and a lasting partnership with our client. We value our long-term client relationships as advisors, partners, and in many cases friends.

Service - Our number one priority

• Comprehensive financial planning
• Detailed financial reporting, including gain/loss reports with graphical illustrations
• Sound, strong long-term portfolio management services
• Customized reporting, whenever clients need it, whatever they need
• Access to account information via the internet

Independence and Lower Fees

• We do not get paid by commission.
• Clients pay a percentage of assets under management. Our only motivation is to increase the size of your account.
• Our maximum fee is 1%. Loaded mutual funds typically charge between 1.25% and 2.4%.

Performance - Strong long-term risk adjusted returns

• Active professional money management.
• Decreased volatility.