Personalized Wealth Management Solutions
We are a client-focused financial firm providing comprehensive Wealth Management Services - a team of professionals that provide personalized portfolios, host regular review meetings, and put care into everything we do.
Established in 1998 by founders Mitchell B. Walk and Bruce S. Udell, Retirement Wealth Specialists has a commitment to providing comprehensive wealth management. We now have a team of professionals with over 122 years of combined experience in the financial services industry. Our experience over the years has taught us the importance of asking targeted questions that go beyond basic financial planning. We incorporate investment management, tax reduction strategies and family wealth planning into your overall wealth management plan.
As an independent firm, we have access to a vast array of resources, as well as the freedom to develop individualized solutions that work for you. Our size provides us the ability to offer highly-personalized services that many firms simply cannot provide. Check the background of this firm on BrokerCheck by FINRA.
Focusing on exceptional customer service doesn't mean sacrificing advanced and innovative solutions. Our determination to provide industry-leading customer service has led us to cultivate some of the markets most advanced financial solutions.
You are much more than a series of numbers. You are a unique individual with personal goals and priorities. We skip generic models and create truly personalized portfolios. - Wealth Plans Designed for You.
The creation of your wealth management plan begins with you - your priorities, and your goals. Here at Retirement Wealth Specialists, our advisors combine an understanding of your financial objectives with our vast investment selection to create your personalized portfolio.
As economic conditions and your personal situations change, we believe it is important to regularly review your investment strategy. In your review meetings, our advisors have the opportunity to assess your portfolio performance, update your financial objectives and reallocate your portfolio as needed.
We care beyond your portfolio. We strive daily to uphold our personalized service standards with focus and urgency on addressing your needs. We provide constant communications and educational events to inform you of current economic issues that may affect your investments. We also host appreciation events that allow us to deepen our relationship with you.
Beyond our deep knowledge and vast experience, we passionately pursue the goals of our clients through our clear and constant communication.
1605 Main Street
Sarasota, FL 34236
407 Wekiva Springs Road
Longwood, FL 32779
100 Island Cottage Way
St. Augustine, FL 32080
Check the background of this firm on BrokerCheck by FINRA.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Retirement Wealth Specialists is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice. This content is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Adviser Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.
© 2017 Retirement Wealth Specialists