ROBERTS WEALTH MANAGEMENT

We’re Registered Investment Advisors (RIA), here to ensure that your finances are sound and ready to help you understand every facet of the process so that you are an expert in your financial future. Whether you need help in planning your estate, understanding the world of stocks and bonds, or how to choose the perfect insurance, we have your back. With years of experience behind us, we understand the world of finances through and through. When you work with us, we are always at your disposal – to answer your questions, address any and all concerns, and help strengthen your knowledge about the world of finances so that you understand what we’re doing and why we’re doing it for you.

As RIA’s, we have a legal fiduciary responsibility towards our clients. This means that every choice, every decision, every detail that is made is only in your best interest. There is no middle ground or no secret, backroom deals when it comes to your finances for a registered investment advisor. Clients are truly the number one factor in the minds of RIA’s. You have our guarantee that every decision made in your name will be to further your interests, not our own, not a financial firm, and not that of other parties. It is for that reason that each transaction is made with as much care as is possible. There are little to no risks when working with an RIA.

We want to help you build a sustainable future. We offer sound, solid advice that is tailor made for each client. This means that you will have a personal relationship with your RIA, throughout every step of the process – whether it’s just a handful of consults, or a lifetime relationship. When you work with an RIA, you have the guarantee of good, safe advice and investment options.

Take a moment to speak with us, and we’ll show you exactly how we differ from the average investment advisor

Email Address: info@robertswealthms.com

Contact Number: (228) 388-2031

Paul Roberts III

President / Chief Executive Officer

Don Picolo

Chief Financial Officer

Brennan Kim

Medicare and Insurance Specialist

Sharon Strickland

Director of First Impressions

Mick McCormick

Chief Technology Manager

Derek Inkol

Chief Operating Officer

Carter Lewis

Income and Social Security Specialist

Clinton Ardis

Director of Financial Wellness

Tamara Reverol

Director of Processing

Brian Carriere

Community Educator

Heidi Ardis

Chief Fiduciary Advisor

Karen

Client Services

Julia Roberts

Client Liaison

Sabrina Olszewski

Client Services

Brian Carriere

Community Educator

Don Picolo

Chief Financial Officer

Carter Lewis

Income and Social Security Specialist

Sabrina Olszewski

Client Services

Sabrina Olszewski

Client Services

Phone (228) 388-2031

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of Paul Roberts and his affiliates, and should not be regarded as a description of advisory services provided by Foundations or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

Better Business Bureau (“BBB”) ratings represent the BBB's opinion of how the business is likely to interact with its customers. The BBB rating is based on information BBB is able to obtain about the business, including complaints received from the public. BBB seeks and uses information directly from businesses and from public data sources. BBB ratings are not a guarantee of a business’s reliability or performance. BBB recommends that consumers consider a business’s BBB rating in addition to all other available information about the business. Roberts Wealth Management has been a paid member of the BBB since 2016, and has paid for the accreditation. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of Roberts Wealth Management by any of its clients or that a client or prospective client will experience a higher level of investment performance.