Reviews for Rich Wealth Management, LLC

Write a review
  • Aug 2024

    Rich Wealth Management, LLC, based in Louisville, Kentucky, is a financial planning and investment management firm with a focus on retirement planning and social security optimization. Led by Dwight, a certified financial planner with over 25 years of experience, the company is committed to providing comprehensive and state-of-the-art advice, with accreditation as a Registered Social Security Analyst. Dwight is known for his thoroughness, professionalism, and knowledge, ensuring clients are comfortable with their investment portfolio and understand each investment account. He goes above and beyond to help clients, even accompanying them to local social security offices. Clients appreciate Dwight's sage advice and his actions that speak louder than words, expressing gratitude for his dedication to their financial future.

Photos

Add a Photo
Rich Wealth Management, LLC
View All Photos

From Rich Wealth Management, LLC

Rich Wealth Management LLC is a comprehensive financial planning and fiduciary investment management firm based in Louisville, Kentucky focused on, but not limited to, retirement planning and social security optimization. With over 25 years of financial advising experience, we help clients navigate today's challenging investment landscape and empower them to make the most informed decisions possible. Our goal is to provide superior service, state of the art advice, and optimal results. Accredidation: Certified Financial Planner® and Registered Social Security Analyst®

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed