NEXT-LEVEL PLANNING TO HELP YOU MAXIMIZE YOUR WEALTH & SLEEP BETTER AT NIGHT
BEING SUCCESSFUL DOESN’T ELIMINATE THE NEED FOR FINANCIAL GUIDANCE; IT ENHANCES IT.
With so much at stake and so many opportunities to leverage, you need someone you trust to help you make the most of it. That’s why at RMG, we focus on building meaningful, lifelong relationships. We get to know everything about you and your financial world so we can create a highly efficient, comprehensive plan that empowers you to live peacefully and free from financial worry.
THOROUGH. RELIABLE. RELATIONAL.
We help you take your wealth to the next level by addressing every aspect of your financial plan. We ask questions that others don’t, create detailed, thorough plans, and initiate proactive follow-through to keep you on track and steadily progressing toward your goals. We’re adept problem-solvers and innate caretakers, and everything we do is focused on helping you enjoy your success and sleep better at night. As our client, you’ll have a sincere, capable, and reliable team in your corner, helping you protect and maximize the life you’ve worked so hard for.
OUR TEAM IS AWARD WINNING
Robert Roy Jr. has been recognized by Forbes as one of the top wealth advisors in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Forbes Best-In-State Top Next-Generation Wealth Advisors” list, (August 2023). Research & ranking developed by SHOOK Research, LLC. Based upon data as of 3/31/2023. Forbes Best-In-State Top Financial Security Professionals list (July 2023,2024). Research and ranking provided by SHOOK Research. Based upon data as of December 31st of the preceding year. Forbes "Best-In-State Wealth Advisors" list (April 2023), research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Forbes “Top Next-Generation Wealth Advisors” list, (September 2021). Research & ranking developed by SHOOK Research, LLC. Based upon data as of 3/31/2021. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.