PROMOTING RETIREMENT PLAN & INVESTMENT SUCCESS

Our Mission is to Bring Value that Transforms Lives, Businesses, and Families

RWM Financial Group is now a part of HUB International

Since 1996

nearly three decades of retirement plan guidance

~ 70

retirement plans services

15 Years

serving tribal organizations

Fiduciary Guidance

Accredited Investment Fiduciaries

THE STRENGTH OF PARTNERSHIP

Established in 1996 by Brahm Rossiter, RWM Financial Group has been dedicated to empowering organizations, individuals, and communities to achieve financial success. As Accredited Investment Fiduciaries, our team works toward delivering outcomes that help to promote financial wellness, drive results, and build long-term value.

HERE FOR YOU, WHEREVER YOU ARE

We‘ve grown well beyond California’s Central Valley. Today we serve clients across Northern California, Arizona, and states nationwide where we’re registered or licensed. Distance is never a barrier to the perspective, strategy, and relationships we bring you.

Native American dancer at traditional pow-wow.

Native American Tribes & Enterprises

We’ve helped Native American businesses and governmental organizations pursue their financial goals for over 15 years. Our customized retirement plan services address your unique tribal challenges and compliance requirements.

Multicultural Coffee Shop Owners Meeting Behind the Counter and Working on Tablet Computer and Checking Inventory in a Cozy Loft-Style Cafe. Successful Restaurant Managers and Barista at Work.

Motivated Business Owners

We call it a job well done when employers and employees win. We help business owners develop cost-effective, transparent, and empowering retirement plans that seek to improve employee retention and morale. Employers and employees can reach a dignified retirement together.

workers handshake outdoor on wheat field

Agribusiness

We specialize in the challenges and concerns farmers face in Central California’s business community. We’re committed to protecting your business while supporting your loyal employees with a well-managed retirement plan.

OUTCOMES FOR EMPLOYEES AND EMPLOYERS

PLAN MANAGEMENT ASSISTANCE

Strive to keep your plan compliant and effective with IRS/DOL updates, investment policy statement creation assistance, disclosure reviews, and provider benchmarking.

FIDUCIARY EDUCATION

As investment fiduciaries, we deliver fee transparency, ongoing investment monitoring, compliance reviews, and committee and provider liaison support.

VALUE AND INVOLVEMENT

We help reduce your administrative burden by maintaining compliance files, analyzing and benchmarking fees, and acting as a provider liaison — so you can focus on your business and employees.

PARTICIPANT SUPPORT

We help build employee confidence through education, on-demand resources, and investment flexibility that leaves participants empowered.

SOVEREIGNTY ALIGNED ADVICE

Deep Tribal experience across investments, retirement plans, and trusts, with strategies aligned to each community’s values and priorities.

Fiduciary Transparency
Strategic Guidance

Financial Wellness
Fee Transparency

Educate Participants
Reduced Workload

MEET THE TEAM

At RWM Financial Group, we‘re more than a financial services provider, we’re a tight-knit team dedicated to making a real impact. As we grow together, our focus stays on a collaborative environment where each person’s strengths add up to our collective success.

STAY UP TO DATE

BLOG

Retirement Plan Insights

Practical guidance for plan sponsors on compliance, fees, and participant outcomes.

MARKET COMMENTARY

Weekly Market Recap

Stay up-to-date on financial market trends and understand stock market predictions.

EDUCATIONAL VIDEO

Financial Wellness Series

Short, on-demand lessons that help your employees engage and build confidence.

SEE ALL INSIGHTS

THE RWM NEWLETTER

Monthly perspective on markets, retirement planning, and financial wellness

Delivered to your inbox.

Let’s build a retirement plan your team can count on.

Your path towards a secure retirement starts with a conversation.

SCHEDULE A CONVERSATION

559-924-0304 | team@rwmfinancialgroup.com

PERSPECTIVES. STRATEGY. RELATIONSHIPS.

Financial clarity for what’s ahead.

Visit Us

406 B Street Lemoore, CA 93245

Office: 559-924-0304

Fax: 559-924-0314

E-mail: team@rwmfinancialgroup.com

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The Financial Consultants at RWM Financial Group are registered representatives with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC, (GRP), dba RWM Financial Group, an SEC registered investment advisor and HUB International Company. Insurance services offered through HUB International. GRP, RWM Financial Group and HUB International are separate entities from and not affiliated with LPL Financial.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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