Roberts Wealth Advisors, LLC

Roberts Wealth Advisors provides investment advisory and planning services to high‑net‑worth and individual clients, as well as trusts, pension and profit‑sharing plans. The firm offers comprehensive portfolio management, standalone financial planning and retirement plan consulting, and an institutional investment management service for entities that wish to use RWA’s strategies.

The firm’s investment process emphasizes individualized portfolios built from a range of instruments — including individual stocks, bonds, ETFs, options and other public and private securities — with ongoing monitoring, rebalancing and a fundamental‑analysis approach. RWA typically manages accounts on a discretionary basis under percentage‑of‑AUM arrangements and also delivers investment policy development, asset‑allocation modeling and participant education for plan sponsors.

What distinguishes Roberts from many peers is its explicit acceptance of other investment‑adviser clients through its Institutional Investment Management offering, where independent advisers may select RWA strategies for their own clients while RWA implements the investments. The brochure also discloses planning services such as lines‑of‑credit evaluation and describes use of a broader set of instruments (including options and private securities), and it indicates arrangements that can involve borrowing in separately managed accounts — features that are less common among supported firms.