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Why We Are Different
Why We Are Different Roberts Wealth Management is a multi-generation, family owned business that places a high value on relationships. We believe every family is different and has their own financial goals. We believe that relationships can only thrive when values match. We built our business on the principles of building strong relationships and getting to know your unique needs so that we’ll be able to care for you and your family.
As our client, your best interest is our only priority. We take the time to understand your specific circumstances. We recognize you have strived to earn and retain your assets; therefore, our first objective is “capital preservation.” That’s why we seek out investment management firms for you that share our philosophy.
We are professional fiduciaries, and our primary focus is wealth management. By limiting the number of clients we serve, we’re able to provide personalized, “boutique” services that lead to lasting client relationships.
“The bottom line is that we’re into planning, not predictions.”
-Paul E. Roberts, Jr.,
Founder & Managing Partner
Personal, Tailored Service
You won’t see any cookie cutter plans here. You will never be routed to a call center. You can take comfort in knowing that you won’t be inundated with sales pitches or pressured to buy products you don’t need. Investment decisions that vitally affect your economic security are far too important to be ignored or left to anyone whose primary responsibility is not to you and your loved ones.
Let’s Start the Conversation
We care about you, your family, and your friendship. We know you have a choice. We believe our clients agree when we say that we simplify wealth and build relationships spanning generations. We believe that you will, too.
We look forward to meeting you.
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Who We Are / Our Focus
MEET APRIL & PAUL ROBERTS
We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
WHAT WE DO
Our financial strategies use insurance products, such as annuities, to help you meet financial goals.
UPCOMING EVENTS
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
MEET APRIL & PAUL ROBERTS
We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
WHAT WE DO
Our financial strategies use insurance products, such as annuities, to help you meet financial goals.
UPCOMING EVENTS
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.