Retirement Wealth Specialists

Personalized Wealth Management

Old-Fashioned Customer Service

CUTTING-EDGE SOLUTIONS

Focusing on exceptional customer service doesn't mean sacrificing advanced and innovative solutions. Our determination to provide industry-leading customer service has led us to cultivate some of the markets most advanced financial solutions.

Investment
Management

Tax Reduction
Strategies

Family Wealth
Planning

Online Access

All of your accounts in one, easy-to-access place.

Real-time performance monitoring of your investments

Years in
Business

States
Served

Combined
Years Experience

Family
Relationships

Data-Driven Insights

PERSONALIZED SOLUTIONS

You are much more than a series of numbers. You are a unique individual with personal goals and priorities. We skip generic models and create truly personalized portfolios. - Wealth Plans Designed for You.

Create

The creation of your wealth management plan begins with you - your priorities, and your goals. Here at Retirement Wealth Specialists, our advisors combine an understanding of your financial objectives with our vast investment selection to create your personalized portfolio.

Review

As economic conditions and your personal situations change, we believe it is important to regularly review your investment strategy. During this time we can assess your portfolio performance, update your financial objectives and reallocate your portfolio.

Care

We strive daily to uphold our service standards with focus on addressing your needs. We provide communications and educational events to inform you of current economic issues. We also host appreciation events that allow us to deepen our relationship with you.

Create. Review. Care.

Boutique Firm. Big Solutions.

RETIREMENT WEALTH SPECIALISTS

We are a client-focused financial firm providing comprehensive Wealth Management Services - a team of professionals that provide personalized portfolios, host regular review meetings, and put care into everything we do.

Established in 1998 by founders Mitchell B. Walk and Bruce S. Udell, Retirement Wealth Specialists has long been committed to providing comprehensive wealth management services. We now have a team of professionals with over 122 years of combined experience in the financial services industry. Our experience over the years has taught us the importance of asking targeted questions that go beyond basic financial planning. We incorporate investment management, tax reduction strategies and family wealth planning into your overall wealth management plan.

As an independent firm, we have access to a vast array of resources, as well as the freedom to develop individualized solutions that work for you. Our size provides us the ability to offer highly-personalized services that many firms simply cannot provide. Check the background of this firm on BrokerCheck by FINRA.