Retirement & Wealth Strategies

EST. AUM
$100,000,000

CONTACTS
0

CLIENT ACCOUNTS

Firm Details

Metro area Detroit
CRD Number
Website rwsgroup.org
Client types

Overview

RWS Financial Group, LLC, operating as Retirement & Wealth Strategies, is a family-owned financial advisory firm headquartered in Farmington Hills, Michigan, established in 1985. The firm provides a comprehensive suite of financial services including investment management, financial planning, tax planning, insurance, and estate planning for individuals, families, business owners, hospitals, universities, and municipalities. Its advisors deliver personalized, goals-based portfolio strategies structured across three wealth tiers: Emerging Wealth (up to $500K), Private Wealth Management ($500K–$5MM), and Ultra-Affluent ($5MM+). The company has a team of over 30 advisors operating from 16 locations across Michigan and other states, and employs between 51 and 200 people. Securities are offered through Cambridge Investment Research, Inc. (FINRA/SIPC member), and investment advisory services are offered through Cambridge Investment Research Advisors, Inc., with RWS Financial Group LLC serving as an independent Registered Investment Advisor.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Retirement & Wealth Strategies

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company