About Us

Our Team

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 141 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.