Rummel Wealth Management

Our Mission

Rummel Wealth Management is a team of experienced financial professionals dedicated to guiding individuals and families towards a balanced and prosperous future. We believe in empowering our clients to take control of their financial well-being and achieve their unique goals.

Who We Are

Our team consists of seasoned professionals with diverse backgrounds in finance, investment, and wealth management. Led by Ed Foltz, a certified financial planner with over 20 years of experience, we are committed to providing personalized and tailored guidance tailored to each client's unique financial situation and aspirations.

1. Budgeting & Cash Flow Planning

We help you establish a clear and realistic budget that aligns with your expenses, goals, and values. We'll guide you in tracking your income and expenses, identifying areas for cost reduction, and prioritizing your spending.

2. Investment Advice

We will work with you to create a tailored investment portfolio aligned with your risk tolerance, goals, and timeframe. We consider your individual circumstances and financial situation when recommending suitable investments.

3. Financial Planning

Our comprehensive financial plans address all aspects of your financial life. We address goals such as retirement planning, estate planning, insurance coverage, and wealth management.

4. Risk Management

We assess your current risk exposure and provide guidance on implementing appropriate insurance coverage to protect your assets and financial security.

Our Values

• Integrity: We uphold the highest ethical standards and prioritize transparency in all our financial plans and recommendations.
• Client-Centricity: We are dedicated to understanding your unique needs and goals, and delivering personalized guidance that aligns with your aspirations.
• Collaboration: We work in partnership with you, empowering you to actively participate in your financial journey.
• Sustainability: We advocate for responsible investing and wealth management practices that consider both current and future generations.

Partnering with Rummel Wealth Management means

• Access to experienced and certified financial professionals
• Personalized and customized financial plans
• Comprehensive financial guidance tailored to your individual situation
• Ongoing support and communication
• Access to a wealth of educational resources and tools