ROBERTS WEALTH MANAGEMENT

OUR FIRM

Roberts Wealth Management was founded in 1998 and it continues to be one of the fastest growing fiduciary firms in America. Under the leadership of Paul Roberts III, Roberts Wealth Management delivers first class service and a five star experience to every client.

Roberts Wealth Management is an independently acclaimed retirement firm. We specialize in the defending and distribution phase of life. Whether you must begin distributing your assets for income or you need to prepare to distribute your assets to your heirs, our primary focus is providing you with a stress-free, relaxing retirement.

We have developed our reputation by being committed to the financial success of each and every client. We do this by providing real written plan with straightforward solutions designed to help minimize taxes, reduce risk, maximize income, protect your estate, and grow your assets.

Allow the All Star Team to give a holistic retirement and the peace of mind that you deserve!

 

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 & Pension Planning Specialist

Clinton Ardis

Director of Financial Wellness

Tamara Reverol

Director of Processing

Brian Carriere

Community Educator

Jaimie Tiner

Client Services Specialist

Heidi Ardis

Chief Fiduciary Advisor

Karen Garner

Advisor

Julia Roberts

Client Liaison

Sabrina Olszewski

Client Services

Wendell Williams

Client Liaison

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.