© 2023 by FinancialServices. Proudly created with  Wix.com

About Our Company

VISION

"Your Financial Future is Our Focus"

 

 

At RWC we believe that our vision statement sums it up.  In everything we do your financial future is in focus.  We achieve that focus by taking time to listen to what is important to you.  Whether for an individual who is a little apprehensive about an upcoming retirement date or for a company that needs consulting about employee or executive benefits.

The driving force behind establishing RWC Wealth Management was a desire to focus on what is important to our clients one at a time.  

​All totaled the executives of the firm have more than 21 years of experience in helping clients take the next financial step. 

 

When it comes to helping small businesses, we have a wealth of experience.

Our managing director volunteered with SCORE (Service Corps of Resource  Executives) an organization dedicated to helping small business move to the next level. Rich was given Emeritus status when he stepped down as Chapter Chair because his impact led the Montgomery Alabama Chapter to national prominence by initiating a program that became a model for the organization nationwide.

 

Let us bring this type of outside the box thinking to your financial concerns and priorities, whether for your personal finances or for the needs of your organization.

 

We look forward to working with you.

 

 

 

Services For Companies and Organizations:

Administrative Management Consulting

Employee Benefit Consulting

Executive Benefit Consulting

Pension Fund Consulting

 


Services For Individuals:

Investment Account Management

Inheritance Planning

Retirement Planning
Financial Planning

 


Products available through representatives separately from
RWC Wealth Management:


Long Term Care Insurance
Fixed Index Annuities
Life Insurance

 

Leadership 

 

 

 

 

 

 

Richard E. Akinyemi

Financial Planner

Financial Advisor


Rich worked with two Fortune 100 Companies for fourteen years as Financial Planner, Functional Manager,  and Investment Specialist. His commitment to serving his clients led him to become a consistent top producer.  His philosophy is to help clients take care of their financial needs and any sales are just ancillary benefits to the service that was provided.

While working with one Fortune 100 firm, Rich closed the largest group benefits case in the history of the Central Alabama office.  Furthermore, he set the all-time production record for the office that had been in the area for several decades.

Rich showed his commitment to helping small businesses by volunteering with SCORE - (Service Corps or Resource Executives) an organization under the US Small Business Administration that helped businesses become certified to bid for contract work with corporations and government entities. Prior to starting RWC Wealth Management he accepted the position of Chapter Chairman.  Rich's outside the box thinking garnered the attention of SCORE National Headquarters when he recruited more Business Bankers to become SCORE mentors than any other chapter in the United States.  This was significant because it allowed every business person or aspiring entrepreneur to sit with a Business Banker in a non threatening atmosphere and learn exactly what would give them the best chance to obtain a business loan when they were in front of a loan officer at the bank.  His work was so highly regarded by his peers that they awarded him with Emeritus status upon his departure because his initiatives garnered national prominence for the chapter and became a model for chapters nationwide. He stepped down from the Chapter Chairman position to start RWC Wealth Management in 2012

Important Disclosures

Investment Advisory services offered through RWC Wealth Management, Inc. a Registered Investment Adviser Firm. Securities cleared through Interactive Brokers, and/or Shareholders Service Group, Members FINRA/SIPC. Annuities, Individual Life, Disability, Long Term Care, Health, Auto and Home insurance offered through representatives separately from RWC Wealth Management, Inc. Consult your representatives for their affiliations.


This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, AA, AE, AP, CA, CO, CT, DC, DE, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, UT, VT, VI, VA, WA, WV, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced. 

Making Notes