Business Details
35 Years
experience
Your Trusted Partner for Wealth Management Solutions
At Robbins Wealth Management, we specialize in providing independent, fee-based investment management and retirement planning services tailored to families, high-net-worth individuals, and trusts. Our unique non-discretionary approach ensures clients maintain final authority over all investment decisions, offering peace of mind through transparent collaboration. With over 50 years of combined industry experience, our team of certified professionals delivers personalized strategies focused on long-term wealth preservation and growth.We prioritize value investing principles, emphasizing fundamental analysis and risk mitigation to build portfolios aligned with individual client goals. Our commitment to regulatory compliance and client education ensures a trusted partnership that adapts to evolving financial landscapes.
Services
Comprehensive Retirement Planning
Portfolio Management
Behavioral Management
Details
- Year established: 1991
Highlights and features
- We offer non-discretionary investment management for complete client control
- Our advisors have 50+ combined years of financial industry experience
- Personalized portfolio strategies tailored to individual risk tolerance and goals
- Specialized behavioral management to navigate market volatility confidently
- Comprehensive compliance framework ensuring regulatory transparency
Associations and certifications
- CERTIFIED FINANCIAL PLANNER
- Chartered Financial Analyst (CFA)
Services
Comprehensive Retirement Planning
Our retirement planning service helps clients navigate complex financial decisions through personalized investment strategies. We focus on creating sustainable income streams while maintaining growth potential. With specialized expertise in trust and estate planning, we ensure your retirement portfolio aligns with long-term objectives and risk tolerance.
Portfolio Management
Customized portfolio management combines value investing principles with behavioral analysis to optimize long-term returns. We develop tailored asset allocations based on individual financial goals and market conditions. Our approach emphasizes risk mitigation through diversified holdings and continuous performance monitoring.
Behavioral Management
This service helps clients maintain disciplined investment decisions during market volatility. We provide context for financial news and market trends to prevent emotional reactions. Our guidance focuses on maintaining strategic portfolio allocations while addressing client-specific concerns about market fluctuations.
People
James Robbins
President/Chief Investment Strategist
35+ year financial services veteran and CERTIFIED FINANCIAL PLANNER since 1986. Founded RWM in 1991 to provide client-controlled investment management solutions.
Russell Merwick
Financial Advisor/Operations Manager
Former U.S. Army officer with finance degree from Penn State. Specializes in regulatory compliance and comprehensive financial planning for retirement strategies.
Eric Robbins
Financial Advisor
Chartered Financial Analyst since 2009 and CFP since 2015. Combines academic expertise as Penn State finance lecturer with practical investment management experience.
Mary Rupczewski
Administrative Assistant
8-year executive assistant with education degrees. Focuses on client care coordination while managing office operations and communication.
Questions
What investment approach does Robbins Wealth Management use?
We employ a value investing philosophy focusing on fundamental analysis of companies with strong earnings potential and market undervaluation.
How does the non-discretionary management model work?
Clients must verbally approve all trades, maintaining full control while receiving professional investment recommendations and analysis.
What fee structure applies to asset management?
Our declining fee schedule ranges from 0.60% to 1.00% annually based on total assets under management, with a $3,000 annual minimum.
What services are included in retirement planning?
Comprehensive retirement planning covers portfolio design, tax-efficient withdrawals, and long-term wealth preservation strategies tailored to individual goals.
What credentials do your advisors hold?
Our team includes CERTIFIED FINANCIAL PLANNERS and Chartered Financial Analysts with 35+ years of combined industry experience.
