Robert J Roy Jr
Financial Representative


RMG Wealth Management Group

A financial plan that helps you sleep at night

At RMG Wealth Management Group, we're a team of experienced professionals who are committed to delivering a comprehensive and personalized financial blueprint to successful individuals, families and businesses.

We provide education and integration of investment strategies, financial planning solutions and retirement and estate plan services. Our vision is to guide clients through the process of creating a meaningful wealth management plan, that transforms their hopes and dreams into reality.

Together, we aim to build a strong relationship instilled with confidence and security by protecting what is important to you.


Our team is award-winning

Robert Roy 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 2022 badge
Forbes Top Next-Gen Wealth Advisors 2020 badge
Forbes Top Next-Gen Wealth Advisors 2021 badge

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.

Forbes "Best-in-State Wealth Advisors" list (April 2022), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021.

Forbes “Top Next-Generation Wealth Advisors” list, (August 2022). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2022.

Forbes “Top Next-Generation Wealth Advisors” list, (September 2021). Data provided by SHOOK® Research, LLC. Based upon data as of 3/31/2021.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company, 20211
  • We're one of the Top U.S. Independent Investment Broker-Dealers.2
  • In dividends expected to be paid to policyowners in 2023.3
  • AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
1©2017-2021 and TM, NerdWallet, Inc. All Rights Reserved.

2Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2020 revenue. Sources: Financial Advisor and InvestmentNews, April 2021, Financial Planning, August 2021.

3Dividends are reviewed annually and are not guaranteed. Some policies may not receive dividends in a particular year or years even while other policies receive dividends. For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits.

4Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), May 2021; Fitch Ratings, AAA (highest), December 2021; Moody's Investors Service, Aaa (highest), December 2021; S&P Global Ratings, AA+ (second highest), July 2021. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.