A refreshing approach to wealth management
We make the financially complex… clear
Solutions to help navigate life’s turns
What keeps you up at night?
At RMG, we do a lot more than manage wealth. Our clients will tell you they love our knowledge, insights and sage advice. But what really sets us apart? We get to know you. We take the time to understand what's on your mind, including the financial goals you have for yourself and your loved ones. We incorporate taxes, investment trends and the economy. Then we craft a personalized plan to help build and protect your wealth, responding to changes in your world and the world at large.
You can rest assured.
We invest time to get to know you, your needs and your concerns, and layer on our collective years of experience with all things financial.
Divorce is one of the most stressful and emotional of all life transitions, and the decisions you’ll make will affect your finances and lifestyle for the rest of your life. We’re here for you. RMG’s compassionate team of specialists, including a Certified Divorce Financial Planner (CDFA®) with advanced mediation training, walk you through every stage of the process, helping you feel educated, empowered and well-positioned for your new life ahead.
Washington D.C. is the federal city in more ways than one. The government is the dominant employer and most of us here in Metro D.C. either work for or are affiliated, one way or another. At RMG we get how important it is that you understand your retirement and other benefits, whether you’re a Fed, a state employee or a contractor. That’s why our team includes a Chartered Federal Employee Benefits Consultant (ChFEBC℠). Let us show you how investments, taxation, and other considerations impact your retirement and financial future – and the difference thoughtful planning can make. From TSP advice, to CSRS/FERS planning, to coordination with FEHB, to choosing when and how to take Social Security, we help you meet your needs and goals with information and guidance that’s specially tailored to you.