Services Offered
Investment Management
Professional management of investment portfolios tailored to your risk tolerance and financial objectives.
Retirement Planning
Comprehensive strategies to build and sustain a retirement plan that meets your long-term needs.
Financial Advisory
Personalized guidance on wealth accumulation, tax planning, and goal-setting for individuals and families.
Regular Review Meetings
Scheduled check-ins (e.g., every 6 months) to assess progress, adjust plans, and ensure alignment with your goals.
Family Financial Planning
Holistic planning that considers family dynamics, education funding, and legacy planning.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
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3
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2
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D
Daniel Goebel
via Google
about 2 months ago
The individual attention and planning we receive from our advisor is excellent. NWM has helped devise a strategy suited to our goals. Our advisor meets regularly with us which helps with assessing performance. Great company & team! Been with them for years.
K
Kate Miraclevia Google
3 months ago
I have been a client of Realize Wealth Management for 8+ years, my children are also clients. Jim and his staff are wonderful. Always so quick to respond. With annual reviews, I have a retirement strategy to rely on. I feel confident referring my clients to Realize Wealth Management!
H
Hank Ohnmeisvia Google
4 months ago
RWM has assisted my wife and I for a number of years. They are very professional and communicate with us on a regular basis. They have listened to both of us every step of the way. RWM has helped us put together a financial retirement plan that will meet our needs for the next 30 years. We meet with them every 6 months to review the plan and assess the progress that has been made. We leave each meeting with a solid understanding of the plan we have agreed on and with goals to accomplish. We are very confident with the product that RWM has put together for us as we enter retirement in the very near future.
F
Franklin Durhamvia Google
5 months ago
Our advisor Phil was been helping us with our finances since 2022. He is not only very knowledgeable but really cares about knowing us as a family and helping us reach our goals. Would highly recommend him and his team to walk with you in your financial journey because of his intentionality and ability to not tell you what you should do with your money. He is more of a guide and answers questions but ultimately wants us to make the best decisions about our money. Looking forward to continuing our journey together.
A
Amy Brownvia Google
5 months ago
We’ve been working with Phil and are so happy we found him! Phil is wonderful to work with - truly interested in our best interest, future plans, and us! His communication is clear and knowledge is spot on. He has done an excellent job managing our investments. We’ve been happy working with Phil so much so that we recommend others to him and this practice. Also, we are parents with young kids and the follow-up reminders are so so helpful!
