About Retirement Planning & Wealth Management
Retirement Planning & Wealth Management (RPWM) is a Lake Jackson-based wealth management firm founded by Richard “Dick” Robie in 2002. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is to get to know and understand your needs, wants and values, in order to help you define your long-term goals, and then develop and continually monitor a strategy designed to address your individual situation.
Our approach to wealth management begins and ends with you, our client. As we’ve grown our practice over the years we have always made the client the center of our universe. To that end, we relentlessly strive to improve the services we offer and experience we deliver to you. And now as a partner of the Carson Group, we’ve expanded the depth and breadth of our value proposition by leveraging the power of a national team of advisors, tax consultants, legal advisors, and research team. At the same time, we recognize the importance of being just a phone call away and we guarantee you will never call and speak with a robot and you will always be greeted as family when you visit our office.
Each year, Barron’s magazine distributes a list of its Top 100 Advisors in the U.S. For ten consecutive years, Carson Wealth Management was featured on this list and was inducted into Barron’s Inaugural Hall of Fame. * Only two independent firms were named on this list every year since the list’s inception in 2004 and we’re proud to be a part of the nation’s top-ranked team.
*Barron’s magazine, October 20, 2014 issue. The Barron’s Rankings are based on data provided by over 4000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures are often influenced more by clients risk tolerance than by an advisor’s investment-picking abilities.
Trust, Transparency, Accountability, Education