Robert J Roy Jr
Wealth Management Advisor


RMG Wealth Management Group

Helping Create Your Financial Plan

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

At RMG Wealth Management Group, we take the time to understand our client's unique desires and goals. It is our job to learn about your accomplishments, your dreams and goals, and help you create a personalized financial plan to help you reach your goals.

RMG Wealth Management Group is committed to increasing the net worth of our clients. Our firm provides experienced, practical advice and a broad range of high quality, cost-effective products, and services. Our client services include all elements of personal financial planning from budgeting to investment advice to estate planning.

Our mission is to deliver a simplistic, yet integrated wealth management experience to individuals and business owners nationwide. We execute comprehensive, unbiased and customized risk management and financial planning solutions to our clients with the utmost integrity. We aim to build strong relations with our clients by helping them achieve financial security, and preserve their family legacy over a lifetime.

When it comes to planning for the future, realizing the need to take greater control over your financial life is the first step. Let RMG Wealth Management Group help you reach your goals!    

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck