Wealth Management


At R.J. Maw Consulting, our advisors offer comprehensive wealth management services to assist our clients in achieving their financial goals.

Our wide-range of expertise can assist in many areas, such as:

  • Financial Planning
  • Asset Management
  • Inter-generational Wealth Transfer Strategies
  • Social Security Strategies
  • Health Savings Accounts
  • Insurance Services
  • Small-Business / Independent Contractor retirement plans
  • Confidential Second Opinions of Current Portfolios

At R.J. Maw Consulting, we want to help our clients plan for long-term success and be prepared for their futures.