RETIREMENT RESOURCES WEALTH MANAGEMENT, LP

Overview

Retirement Resources Wealth Management, LP is an independent registered investment adviser organized as a partnership that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee model blends percentage-of-assets under management with hourly and fixed-fee engagements, indicating flexibility to serve both ongoing wealth-management relationships and project-based planning work. The firm does not position itself as a capital allocator or a multi-state or ESG-focused adviser, and it does not advertise pension consulting or related-adviser relationships. Ownership is structured between a domestic entity and an individual, consistent with a small, privately held practice rather than a branch of a larger broker-dealer or multi-office RIA network.

Assets & Accounts

Investments & Alternatives