Senior Partners

Who are we?

RFW Wealth Advisors is a Jacksonville, Florida based independent financial services firm with a vision to empower clients through personalized financial planning and investment strategies. Our team of experienced independent advisors utilize a comprehensive approach to wealth management, offering a wide range of services tailored to individual needs. With a focus on institutional investment philosophies, we prioritize client relationships built on trust and transparency.

Our Philosophy

At RFW Wealth Advisors, we believe financial planning is a collaborative journey. We take the time to understand your unique goals and concerns, working alongside you to develop a customized plan that aligns with your financial aspirations. Our client-centered approach emphasizes open communication, regular reviews, and ongoing adjustments to ensure your financial plan remains relevant and effective throughout your life stages.

1. Comprehensive Consultative Relationship Planning

Our planning process starts with a deep understanding of your financial situation, goals, and aspirations. We then work collaboratively to create a personalized plan that covers all aspects of your financial life, including:

• Goal setting and prioritization
• Financial analysis and risk assessment
• Asset and investment planning
• Insurance review and planning
• Retirement planning and optimization
• Estate and legacy planning

2. Investing

We work with clients to develop diversified portfolios based on their individual risk tolerance and financial goals. We offer access to a variety of investment options, including:

• Traditional and Roth IRAs
• 401(k) rollovers
• Mutual funds
• Exchange-traded funds (ETFs)
• Alternative investments

3. Business Solutions

We understand the unique challenges faced by business owners. In addition to individual wealth management services, we offer:

• Business succession planning
• Retirement planning for executives and key employees
• Employee benefits consulting
• Cash flow management and financing solutions

4. Client-Centric Approach

Client satisfaction is our top priority. We prioritize:

• Transparent communication and regular updates
• Accessibility to your advisor
• Personalized financial education and empowerment
• Collaborative problem-solving and goal achievement

We would love to hear from you!

Schedule a complimentary initial consultation to discuss your financial goals and explore how we can partner with you to achieve them.