Overview

Retirement Plan & Tax (RPT) Wealth Strategies can help.

Welcome! We are an independent fee-based retirement planning firm for individuals, families and small businesses. At RPT Wealth Strategies, our focus is...

Solving the financial puzzle.

Our focus is a client-centric approach to help clients properly plan and prepare for future financial goals and retirement. We believe this approach along with our team of experienced industry leaders adds a holistic perspective, providing increased personalized value to our clients. Long-term relationships that encourage open and honest communication are the cornerstone of our organization's foundation.

Our site is filled with educational videos, articles, presentations and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful response.