Our financial management process at Rummel Wealth Management begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals and set forth an action plan to help you reach those goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make. Certain situations require working with your CPAs, attorneys, and/or insurance professionals - and we're happy to help facilitate these. 

We invest ourselves in helping our clients meet their long-term goals and provide them with the time and attention it takes to create personalized investment plans. No two clients are alike, which is why we offer a comprehensive suite of services designed to address your unique needs, wherever you are in your life journey. 

With the flexibility to be compensated as a percentage of assets under management, at an hourly rate, or via commissions, the “how” is determined based on your needs and is clearly defined before any agreements are entered in to.