Robert Troyano
RMT Wealth Management

Tel: (201) 226-1040
337 Market Street
Saddle Brook, NJ 07663
RMT Wealth Management | Financial Advisor in Saddle Brook ,NJ

About RMT Wealth Management

As you move to and through retirement, you want to know if your money is going to last. With all of the hype that the media creates you may often panic that you are making the wrong decisions or that your retirement could be in danger. At RMT Wealth Management, we are here to take an honest and unbiased look at your portfolio, to help you create your retirement goals, and then work with you to create a solid plan to help protect you against risk and get you to your goals.

We provide you with sound investment advice with an emphasis on tax efficiency to help you accumulate and distribute your assets in the most economical manner.

20 Years of Experience


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General Information

Insurance License#:   9587890
Name of Broker/Dealer:   H Beck
States Licensed in:   NJ, NY, VA, PA, CA, AZ,
Number of Years with Current Firm:   3
I work with the following types of clients:   Businesses , Individual Investors


Services

Investment Types:   Mutual Funds , Bonds , Stocks , Insurance , Annuities , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At my office , At your home , At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Disability , Life , Long Term Care , Variable Annuity , Health
Financial Organization Memberships:   American Institute of Certified Public Accountants (AICPA)


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   25000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1


Robert Troyano

Robert Troyano

CERTIFIED FINANCIAL PLANNER™ Certificant, CPA

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM