Our Mission and Beliefs
At the core of our firm is the belief that quality financial planning is the core to increasing clients probability of success.
We truly care about our clients and will always put their best interests before our own. We are a Registered Investment Advisor with a Fiduciary Obligation to do what is right for each client, knowing fully that every client is unique and deserves personalized attention.
You can learn more about each of our advisors and staff by selecting their name to the right.
Retirement Wealth Advisors (“RWA”) is a Fee-Only SEC Registered Investment Advisor headquartered in Grand Rapids, Michigan. The firm was founded in 2005 by Jason Wenk to serve the specific needs of retired or soon to be retired investors.
Over the past 8 years we have expanded throughout the United States, with over 20 independent financial advisors serving thousands of clients.
Our core competency is managing investment risk so that clients who are no longer working and saving need not worry about their portfolio during retirement. We do this by actively managing client asset allocations in attempt to avoid poor market conditions and still capture a fair amount of market gains when conditions are positive.
We also focus extensively on smart ways to construct portfolios for taking portfolio income during retirement years. Unlike many advisors who call themselves “income planning experts,” but only sell high commission products to do so, RWA is a Fiduciary that works exclusively for our clients best interests.
Our Pledge to Clients
- All clients are unique, and should receive personalized, custom solutions
- Clients deserve objective advice, free from Conflicts of Interests
- Managing risk of loss should always take precedent over seeking maximum gain
- Trust and Respect should be cherished and continually earned
- Clients don’t need more high cost products; they need a personalized strategy to meet their specific goals
Should you Consider Working With Us?
Our current managed asset minimum for new clients is $100,000, though some of our advisors may require less or more at their discretion. If you are looking for quality financial planning and/or help managing your portfolio, please feel welcome to contact us at 1-800-903-2562.
Grand Rapids, MI
501 Baldwin Street
Jenison, MI 49428
Spring Lake, MI
701 East Savidge
Spring Lake, MI 49456
Orange County, CA
301 Forest Avenue
Laguna Beach, CA 92651
345 Doucet Raod
Lafayette, LA 70503