R-TECH ADVISORS, INC.

Overview

R-Tech Advisors, Inc. is an independent registered investment adviser operating as a corporation with an individual owner. The firm serves both individual and family clients as well as institutional relationships, and it combines financial planning with portfolio management across household and business clients. Its advisory services include financial planning, separately managed account portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, selection of other advisers, and educational seminars and workshops. The firm also acts as an insurance broker, which it integrates into client planning and retirement solutions. Investment activity is tilted toward publicly traded equities: exchange-traded equities represent the single largest asset class the adviser manages. The firm is not an active ESG investor and does not present itself as a multi-state adviser. Fee arrangements include a percentage-of-AUM structure alongside hourly and fixed-fee engagements, allowing flexibility for both ongoing wealth management relationships and one-off advisory or planning projects.

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Location & Offices