Alternative Investments

For high net worth individuals and institutional investors alternative investments have had an allocation in a well diversified portfolio. There are many types of alternative investments which attempt to add return to a portfolio while either reducing risk or correlation to the overall markets.

Retirement Planning

Our retirement planning services extend to both the accumulation and distribution stages of retirement. Our goal is to assist you in retiring comfortably with an expectation that your resources will be available throughout your lifetime.

Portfolio Management

RMR Wealth Management believes in individualized, custom-tailored investing. We actively manage client investment portfolios, prioritizing the most tax-advantaged long-term outcomes.

Educational Savings Planning

As the cost of a college education continues to rise faster than incomes in America, it is increasingly difficult for many families to adequately save for education unless they have planned to do so from early on.

Insurance Planning

Our goal is to help you evaluate your insurance policies to ensure that they are still on track to meet your needs, determine that they still fit your situation, and confirm that they are priced in the most appropriate and competitive way.

Estate Planning

Estate Planning is the process of anticipating and arranging for the disposal of an estate. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.