Retirement Wealth Advisors, Inc. is a SEC Registered Investment Advisor working with affluent individuals, private foundations and corporate retirement plans in the continental United States. Our specialty is providing unique solutions for retirement in the areas of asset management, wealth advisory and strategic tax planning. We are one of the fastest growing and largest privately owned financial advisory firms in Los Angeles, CA.
Many investors are unaware of the differences in advice given by financial advisors. As a result, it is sometimes difficult to tell the difference between a financial product salesperson – and a financial advisor that only works for their client’s best interests. RWA is a fee-only firm that holds a legal fiduciary responsibility to always place our clients interests before our own. We feel this is a unique and very important requisite for choosing a quality financial advisor.
Retirement Wealth Advisors created FormulaFolios to manage their clients investments. FormulaFolios are math driven investment models designed to eliminate emotions and systematically ensure good investment decisions are made. RWA is the only investment firm in California that can offer FormulaFolios, which have been nationally recognized for their unique risk management and asset allocation characteristics.
Our firm was founded in 2001 with just 2 employees, and has since grown to 3 office locations across the State of California and Michigan with 9 employees. RWA, Inc. is headquartered in Grand Rapids, Michigan and also has offices in Spring Lake and Brighton, Michigan. Please feel welcome to explore our site and to contact one of our offices if you have any questions.