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Who We Are

At Rummel Wealth Management, we provide comprehensive financial planning and investment management with a focus on financial independence and retirement planning needs.

By working closely with a financial advisor, people can plan for the many milestones ahead and, as a result, may feel more confident in their financial futures. Our firm was founded with the belief that the client relationship comes above all else, which is why we sustain trusted relationships with the individuals that we work with.

We understand the complexities of the financial services industry. Many people don’t have the time or confidence to manage their own assets or develop strategies for their financial needs, such as retirement planning or generational wealth transfer.

We seek to address this by explaining confusing concepts and helping clients better understand the investment opportunities available. We spend the appropriate amount of time getting to know our clients on a personal level to understand their past, present, and future situations and craft a plan based on their values and beliefs. Contact us today to get started.