Holistic Wealth Management

The Difference

We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience, helping make us an efficient and productive wealth management company.

We Are:

Consultants Not Dictators - We take a consultative approach looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.
Committed - We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that helps to meet your needs and desires.
Understanding- We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
Educated - We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only… to better serve you with the latest in products, services, and tax strategies.

We Provide:

Independent Products - We do not offer any proprietary products, we can choose from literally thousands of products in the financial services industry. The only caveat is that the products or services meet your needs and desires.
Technology - View your account statements, account values, holdings, and transaction histories online. Use the online Client Vault to store all of your important documents, i.e. wills, trusts, tax returns, and account statements all in one place.

Meet Our Dedicated Team!

Dream big, plan wisely, and set your sights on a financially empowered future. At Romick Wealth Strategies, we're here to help you achieve your goals and turn your financial dreams into reality. Let's embark on this journey together!

Our Team

Grow Better Together

Our Partnership with Money Concepts

As part of our partnership with Money Concepts International Inc., we are required to attend over twice the industry average in classroom education each year. This is all done for one reason only... to better serve you with the latest products, services, and tax strategies!

Want More Information?

Whether you have questions, need advice, or want to discuss your financial goals, we are here to help! Please provide your email and any questions you have, and one of our dedicated team members will follow up to schedule your free consultation.

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