Rich DeWitt Wealth Management
Planing Your Future Together
At Rich DeWitt Wealth Management we develop and maintain a personalized approach to meeting your financial goals. We tailor your approach to success based on your needs, your goals, and your dreams. Life is easy and people are complicated, let us help uncomplicate your planning process.
Your committed partner through your financial journey
With the cutting-edge tools for financial planning and a decade of diverse experience, together we will navigate your financial Landscape to achieve your dreams.
Why Rich DeWitt Wealth Management
Have you ever sat down with your financial consultant and felt as though they were listening but not truly understanding your needs? Or perhaps you felt overshadowed by their success, or treated as though your financial knowledge wasn’t valued?
It’s time to embrace a different approach. Experience client-focused wealth management that provides educational tools tailored to all levels of financial understanding, from the basics to advanced strategies. At Rich DeWitt Wealth Management, you’re more than just a number; you’re an individual, a valued client, and a partner in your financial journey.
Financial success is possible
Why trust matters
Rich DeWitt Wealth Management is the partner you’ve been looking for to guide you on your financial journey. With over a decade of experience and an affinity for financial education, Rich DeWitt can educate you so you may become both financially secure and financially aware.
Preparing for retirement
Explore our experienced retirement planning offerings. We can help you create a tailored retirement strategy that guides you towards the financial freedom and security you deserve in your golden years. Whether you’re just starting or are nearing retirement, we’ll guide you in considering the right choices to build a comfortable and worry-free retirement.
Save for long-term or short-term goals
You could reach your financial aspirations with our customized savings solutions. Whether it’s a dream vacation, a new home, or a college fund for your children, we can assist you in creating a savings plan that aligns with your long-term and short-term objectives. Our experienced advice and wealth management tools may help you achieve your financial goals, no matter how big or small.
Become Educated!
“The more that you read, the more things you will know, the more that you learn, the more places you’ll go.”
—Dr. Seuss
Financial literacy is a teachable language, not just math or economic readings. At RDWM, we aim to do more than assist with investments and planning; we want you to understand the reasons behind our recommendations. This knowledge will give you the confidence and peace of mind about your financial decisions.
Integrity
Rich DeWitt Wealth Management demonstrates integrity by clearly communicating investment strategies, risks, and fees to you. We prioritize the client's best interests, offering recommendations align with your financial goals.
Competence
Rich DeWitt Wealth Management showcases competence through the qualifications and experience of our advisors. This includes certifications and relevant continuing education.
Client-Centric Focus
Rich DeWitt Wealth Management conducts thorough assessments of your financial situations, understanding your goals, risk tolerance, and time horizon. Our recommendations and strategies reflect a personalized approach to meet individual client needs.
Fiduciary Responsibility
At Rich DeWitt Wealth Management, we do not take our fiduciary responsibility to you lightly. Our commitment is to strive to minimize conflicts of interest and navigate recommendations are made with your best interests in mind.
Product Services
Insurance
Life Insurance // Long-term Care Insurance (LTC) // Hybrid Life/LTC Insurance // Disability Income Insurance
Employer Retirement Plans
Defined Contribution // Defined Benefit // Profit-sharing // SEP IRAs // SIMPLE IRAs
Fixed-income Investments
Bonds: Corporate Debt Securities · US Treasury Securities · US Agencies Securities · Municipal Bonds // Certificates of Deposit (CDs) // Unit Investment Trusts
Equity Investments
Common Stocks
Exchange-traded Funds
Education Savings
529 Plans
Individual Retirement Accounts (IRAs)
Roth IRAs // Traditional IRAs
Annuities
Money Market Funds • Mutual Funds
Tools
Estate Considerations // Financial Calculators // Investor Education Programs // Online Account Access // Plan Reviews // Portfolio and Retirement Research · Equities · Exchange-traded Funds · Fixed Income · Mutual Funds // Retirement Plans // Rollovers and Consolidation // Saving, Spending and Borrowing // Solutions // Systematic Investing