At Retirement Wealth Advisors, we understand that you come to us with a unique set of wants, needs, and concerns. Our team strives to help you define, refine and pursue your financial goals.
We maintain a fiduciary standard, thus providing you peace of mind knowing our recommendations are made with your financial best interest at heart.
At Retirement Wealth Advisors, we are dedicated to helping individuals, couples, business owners and women in transition create the future they desire through holistic financial planning and wealth management with a common-sense approach.
Amy began her career as an independent investment advisor in 2001. From Day One, Amy has been a fiduciary, putting her clients’ financial interests above her own, long before it was mandated or required.
Amy is actively involved in all aspects of her clients’ long-term retirement planning including customized plan designs, estate planning, portfolio development and analysis. Once a customized plan is in place, she monitors performance to help her clients reach their financial goals.
Eric has been helping clients pursue and reach their financial goals since 2001. As a trusted advisor, Eric takes a comprehensive approach, helping his clients work toward their financial goals.
Eric takes time to educate his clients regarding the advantages and disadvantages of the financial decisions they make. He also helps create and execute sophisticated portfolios, well as a tax and estate plan that guides them throughout retirement.
Donna grew up in Connecticut and enjoyed an interesting career in law enforcement in the New York Metropolitan area. Pursuing a lifelong personal interest in financial management, she founded Holistic Financial Group in 2013, and has since worked with financial advisors around the United States, United Kingdom and Australia, providing financial planning and support services.read more