Welcome to Relational Wealth Management
Your Choice for Financial Services.
At Relational Wealth Management, our first priority is you. We want to know what your goals are so we can personally help you pursue them.
You can be certain that the team at Relational Wealth Management is on your side.
Let's see where you can go today! Take our free assessment quiz here.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe virtues matter, and we live by ours everyday.
Our area of expertise includes retirement, social security, estate strategies, and more.
Our team of professionals has over 60 years of combined experience in the world of financial services. We are prepared to address your needs of today, while strategizing to help you achieve your goals of the future.
We consider it a win if we successfully guide your family towards meeting your financial goals. We strive to accomplish this by learning more about your personal situation, identifying your goals, and understanding your tolerance for risk.
"An investment in knowledge pays the best interest."
Independent Financial Advisors: Joining the Relational Wealth Management team will require background checks due to the association with Waddell & Reed, Inc. (WRI) and due to regulatory requirements. There is no specific requirement to join the Relational Wealth Management team to be accepted as independent Financial Advisor with WRI nor is there any guarantee that WRI will accept any independent financial advisor candidate.
Employee Advisor Associates: Employment positions will require background checks given the independent financial advisors association with Waddell & Reed, Inc. (WRI) due to regulatory requirements. However, these positions are not offered through or by WRI. Instead, these opportunities are offered solely by Relational Wealth Management in connection with their independent practice. The independent financial advisor(s) associated with Relational Wealth Management are not employed by, nor authorized to engage or employ any individual on behalf of WRI. All employment obligations are the sole obligation of Relational Wealth Management and the independent financial advisor(s) associated with Relational Wealth Management.