Our Approach

EXPERIENCE MATTERS

HIGH TOUCH

We offer a concierge-level wealth management experience. Imagine a personalized, meaningful, client-advisor relationship coupled with the latest resources to create customized plans. Our holistic approach integrates your current priorities, uncovers any inefficiencies, and equips you for future success.

HIGH TECH

Powered by sophisticated technology and investment platforms, we leverage access to top-tier resources, products, and solutions. With the right tools and talent, we are able to meet the ever-evolving needs of our sophisticated clients.

HIGH STANDARDS

As fiduciaries, we hold ourselves to the highest standards. We are skilled at taking much of the mystery out of investing, managing risk, preparing for retirement and preserving your wealth. We know clients have questions. That’s why our concierge model is designed to ensure answers are within reach.

Our Process

Our concierge model offers a higher level of personalized financial service, putting the focus on planning and optimization. Our process begins with getting to know more about you, because the real value in what we do is not found in the numbers, but in the lives we transform.

In our concierge model, client-advisor relationships count for more.

We work to ensure all your needs are completely addressed. We’re constantly looking for opportunities to provide a higher level of value-added services to strengthen our relationship — and your financial future. We’ll work with you to develop a customized plan that supports your dreams, needs and financial independence.

Why adopt a concierge process?

The level of personal attention and detail that goes into working together is what we call the concierge process. You’ll finally get a clear view of your major financial, investment and estate planning needs. With greater levels of clarity, it will be easier to identify what actions to take next and for the long-term. As we move forward, you’ll feel more confident and more informed about your financial future. It’s all part of our process.

Needs Assessment

The first step in our concierge service model is to conduct a thorough needs assessment. Clients seek our advice for a variety of concerns. Whether it is assisting with trust work, providing advice on the sale or acquisition of a business, gifting, cash management, post-retirement issues, or simply addressing asset allocation needs, we will make recommendations on how to move forward.

Charting a Course

Once we have identified your goals and discussed any issues, we will create a plan for the future. As we move forward, the concierge process will shine a light on any inefficiencies that may inspire a change of course. We do more than deliver a plan. We create a personalized road map that leads to the future you want; it’s designed to be iterative in order to navigate the ever-changing landscape along the way.

Due Diligence & Asset Allocation

Based on your need’s assessment and financial plan, we will determine the proper asset allocation. Once that is established, we create the plan comprised of the most appropriate products and solutions. The RDM Investment Committee meets regularly to discuss market trends, individual names, sector weightings, and investment manager due diligence. We continually evaluate, iterate and optimize the plan.

Monitoring Progress

As part of our client-centric concierge model, we regularly monitor progress and work hard to keep our clients in the know. In addition to portfolio performance reviews, we deliver market updates, quarterly commentary, financial plan adjustments, invitations to client appreciation events and more. When it comes to building strong client-advisor relationships, communication is key. That’s why our concierge model works.

Contact Us

Let's get acquainted

10 Wright St. 1st Floor
Westport , CT 06880

Office: (203) 255-0222
Fax: (203) 255-5333
Toll free: (800) 899-3219

6501 Congress Avenue
Boca Raton , FL 33487

Office: (561) 393-8500
Toll free: (800) 899-3219

505 Fifth Ave
14th Floor
New York , NY 10017

Office: (212) 682-2200

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