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 and Social Security 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, an SEC registered investment adviser."