RETIREMENT RESOURCE WEALTH MANAGEMENT, LLC

Overview

Retirement Resource Wealth Management, LLC is an independent registered investment adviser that serves individual and family clients through fee-based financial planning and discretionary portfolio management. The firm emphasizes publicly traded pooled vehicles—primarily mutual funds—as the core of its client allocations, and it acts as a capital allocator when clients need exposure that sits outside standard mutual fund lineups. Filing data shows the firm also functions as an insurance broker, indicating advisers combine investment advice with insurance-based solutions where appropriate. Investment activity centers on model-driven, mutual fund-based portfolios supplemented by targeted allocations to third-party managers. The firm provides selection-of-advisers services, which suggests they rely on outside sub-advisors or specialist managers for niche exposures rather than building those strategies entirely in-house. Retirement Resource Wealth Management does not list ESG investing as an active focus.

Assets & Accounts

Investments & Alternatives

Location & Offices