Our Philosophy

At Roberts Wealth Management, we believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. We know that relationships are very important and that earning someone’s trust is sacred.

Plan a Comfortable and Secured Retirement

We understand that relationships are very important and that earning someone’s trust is sacred.

The key is to build trustworthy relationships with our professionals who will educate you about retirement options while offering proven real world solutions that work for you.

Never be pressured into making quick or uninformed decisions

Keep all financial affairs completely confidential:

  • Receive relevant advice and information from well-educated and experienced advisors
  • Be fully informed and educated about all of your retirement financial options
  • Have a sincere professional explain, clarify, and simplify your choices
  • Have an honest up front “both sides of the coin” explanation with full disclosure
  • Be offered ideas and solutions that work in the real world
  • Never be pressurized into making quick or uninformed decisions
  • Receive continued and ongoing personal service throughout your retirement years
  • Keep all financial affairs completely confidential from others
  • Have all information presented based solely on truths and facts

Schedule Your Appointment with

the All Star Team Today!

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.