RMR Wealth Management, LLC is an SEC-registered investment advisory firm that provides high net worth individuals and institutional clients with comprehensive and personalized wealth management planning expertise. RMR Wealth Management was founded by three senior investment officers with over 50 years of combined financial services and wealth management experience.
Our investment approach is built on identifying each client’s unique objectives and establishing a customized investment plan to meet them. Our independent financial advisors address each critical step in the investment management process including: goal setting and risk/return profiling; asset allocation modeling and execution; rigorous investment selection, monitoring and reporting. We work with you to develop the foundation for a long-term strategy designed to meet your specific wealth management needs.
