Personal Wealth Management
We help families and individuals navigate financial decisions, developing an evolving plan focused on their unique needs and desires.
Employer Retirement Plan Solutions
We partner with business owners and executives to design and manage effective retirement programs, helping employees build a solid foundation for their future.
Trust Investment Management
We work with individual and corporate trustees to develop investment strategies that meet the varying and often complex needs of beneficiaries.
Nonprofit Investment Management
We work closely with boards and finance committees to develop and maintain high-impact investment plans that meet today’s needs while ensuring a stronger tomorrow.
Built for You
RTD’s six step process is built to be both proactive and agile. We tailor a plan to you, and we constantly evaluate and adjust
First, we learn. We seek to develop an understanding of your situation and unique needs.
We’ll evaluate your current situation in light of your goals.
Together, we’ll develop solutions, collaboratively weighing the pros and cons of each option.
We will add structure to your situation, organizing information, developing policies and setting expectations.
We’ll coordinate the implementation of our recommendations, overseeing follow up and making sure nothing slips through the cracks!
We’re by your side, regularly evaluating our progress and making adjustments as needed.