RWM Capital, LLC

Michael Markiewicz is a financial advisor at RWM Capital, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foundations Investment Advisors, LLC, Markiewicz Financial LLC, Dearborn & Creggs, and Lincoln Investment. Outside of his advisory roles, he is the owner and partner of Markiewicz Financial LLC, which focuses on life insurance and fixed/indexed annuities. RWM Capital, LLC provides fee-based discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients preparing for or in retirement. The firm builds customized portfolios using a range of investment vehicles and employs third-party sub-advisers and quantitative algorithms to manage market participation and volatility.

Carter Lewis is a financial advisor with RWM Capital, LLC and holds a Series 65 designation. He has eight years of industry experience, including roles at Foundations Investment Advisors LLC and Roberts Wealth Management. Outside of advising, he is involved in insurance activities through Roberts Wealth Management. Roberts Wealth Management provides fee-based discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients preparing for or in retirement, as well as IRAs, trusts, estates, charitable organizations, and corporate entities. The firm uses customized portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments, incorporating model portfolios and third-party quantitative algorithms to manage market participation and volatility.

Thomas Moore is a financial advisor at RWM Capital, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Foundations Investment Advisors, LLC and New York Life Insurance Company. In addition to his advisory role, Moore is an independent insurance agent and tax specialist, providing insurance, tax, and financial planning services. RWM Capital, LLC offers fee-based discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses customized portfolios and employs third-party sub-advisers and quantitative algorithms to manage market participation and volatility.

Paul Roberts is a financial advisor with RWM Capital, LLC in Sugar Land, TX, holding a Series 65 designation and eight years of industry experience. He has been associated with RWM Capital and Roberts Wealth Management since 2023 and also has roles with Foundations Investment Advisors, LLC and Roberts Wealth Management of MS, LLC. Outside of his advisory work, he serves as president and independent agent for fixed annuities and life insurance agencies. RWM Capital, LLC provides fee-based discretionary portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients, including IRAs, trusts, estates, charitable organizations, and corporate entities. The firm uses customized portfolios with a mix of individual securities and alternative investments, often implementing model portfolios from third-party sub-advisers to manage market participation and volatility.

Alan Bradley is a CFP® with 18 years of experience in the financial services industry. He is currently with RWM Capital, LLC and has previously worked at firms including Pruco Securities, Prudential Financial Planning Services, Bank of America, Merrill Lynch, and TIAA. In addition to his advisory role, he serves as an independent insurance agent providing insurance and annuity planning services. RWM Capital, LLC offers fee-based discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients preparing for or in retirement. The firm utilizes customized portfolios and third-party sub-advisers, employing dynamic allocation strategies to manage market participation and volatility.

Brennan Kim is a financial advisor at RWM Capital, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Foundations Investment Advisors and Aflac. In addition to his advisory role, he serves as an insurance representative specializing in Medicare. RWM Capital, LLC, operating as Roberts Wealth Management, provides fee-based discretionary portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients preparing for or in retirement. The firm employs customized portfolios and model portfolios from third-party sub-advisers, using dynamic allocation strategies and ongoing monitoring to align with clients’ objectives.

Victor Morales Blandon is a financial advisor with RWM Capital, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual and various positions in the automotive and hospitality sectors. He is also an independent insurance agent providing insurance and annuity solutions. Roberts Wealth Management (RWM Capital, LLC) offers fee-based discretionary portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients preparing for or in retirement. The firm uses customized portfolios and third-party sub-adviser models to manage market participation and volatility while providing ongoing client supervision.

Richard Peek is a financial advisor with RWM Capital, LLC in Pensacola, FL. He holds a Series 65 designation and has been with RWM Capital since 2023. His prior experience includes roles in legal and business settings, such as at Helmsing Leach Law Firm and Park First. RWM Capital provides fee-based discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients preparing for or in retirement. The firm builds customized portfolios using a range of investment vehicles and employs third-party sub-advisers and quantitative algorithms to manage market participation and portfolio volatility.

Zhaoxia Lin is a financial advisor at RWM Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at W&S Brokerage Services and Western & Southern Life, where she is also a full-time insurance sales agent. RWM Capital, LLC provides fee-based discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses customized portfolios with a range of investment vehicles and employs third-party sub-advisers and quantitative models to manage market participation and volatility.

Armir Zeneli is a financial advisor at RWM Capital, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group, Citizen's Bank, and Wells Fargo. Outside of his advisory role, he has experience as an insurance agent providing tax and financial planning services. RWM Capital, LLC offers fee-based discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients preparing for or in retirement. The firm builds customized portfolios using a range of investment vehicles and employs third-party sub-advisers and quantitative models to manage market participation and volatility.

Michael Thompson is a financial advisor at RWM Capital, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab, Northwestern Mutual, and MassMutual. In addition to his advisory role, he operates an insurance agency through Roberts Wealth Management. RWM Capital, LLC provides fee-based discretionary portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients preparing for or in retirement. The firm uses customized portfolios and third-party sub-advisers to manage assets and employs dynamic allocation strategies to address market participation and volatility.