About WRM

We Provide Solutions
That Cover Your Assets

WHAT DOES THAT MEAN?

Our mission is to help individuals and businesses owners like you protect your wealth from the financial risks of dying too soon, living too long, becoming disabled or needing long term care. We collaborate with your professional advisors to provide you with products & strategies that maximize your legacy and minimize the risks noted above. You can rely on my family’s 100 years and my 40 plus years of experience in the insurance and financial services business to present you with excellent solutions.

 

VIEW SERVICES

We Provide Solutions
That Cover Your Assets

WHAT DOES THAT MEAN?

Our mission is to help individuals and businesses owners like you protect your wealth from the financial risks of dying too soon, living too long, becoming disabled or needing long term care. We collaborate with your professional advisors to provide you with products & strategies that maximize your legacy and minimize the risks noted above. You can rely on my family’s 100 years and my 40 plus years of experience in the insurance and financial services business to present you with excellent solutions.

 

ABOUT ROY

Why Choose Wealth RM?

I’m your neighbor. I’ve lived in East Cobb and Roswell since the early 1990s.

What I Will Do

➢ Help you turn confusion into clarity.
➢ Help you find security instead of uncertainty.
➢ Offer you proven and innovative solutions and products.
➢ Fight to get you the best possible value for your insurance dollar.
➢ Help you identify your goals and figure out your options to reach them.

What I Won’t Do

➢ I’m not going to “sell” you anything.
➢ I’m not going to bug you to get you to buy something.
➢ I’m not going to sell your information to someone else.

THE ONLY SOURCE OF WISDOM IS EXPERIENCE!

brokercheck

SECURITIES OFFERED THROUGH THE LEADERS GROUP, INC. MEMBER FINRA/SIPC, 26 W. DRY CREEK CIRCLE, STE. 800, LITTLETON, CO 80130 (303)797-9080. WEALTH RISK MANAGEMENT IS NOT AFFILIATED WITH THE LEADERS GROUP, INC. FINRA IS LOCATED AT WWW.FINRA.ORG. SIPC IS LOCATED AT WWW.SIPC.ORG.

© 2019 WEALTH RISK MANAGMENT | ALL RIGHTS RESERVED

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