Tribal Services

RWM Financial Group is committed to independence, excellence, and pursuing your tribe’s sovereignty and financial goals.

Our services include, but are not limited to:

Tribal Council Retirement Plans
Non-ERISA and ERISA 401(k) Investment Management
Children’s Trust Investment Management
General Account Investment Management
Fiduciary Investment Management
Discretionary and Non-Discretionary Investment Management
Investment Monitoring and Detailed Reporting

Investment Committee Education
Tribal Member Financial Education
Third-Party Administrator and Provider Liaison
401(k) Provider Request for Proposal
Participant Education and Financial Wellness Program
Onsite Meetings
Retirement Plan Enrollment Assistance

For a list of complete services, please see our 401(k) services tab.

Brahm and RWM Financial Group are supported by LPL Financial, the country’s largest independent broker/dealer.* LPL continues to set the standard for the industry. The commitment of LPL Financial to serving clients with the highest dedication to service will continue to be the hallmark in the future in providing native tribes with financial sovereignty. Brahm understands the important role a financial advisor can play in managing your total financial independence. LPL Financial has 3,000+ support employees in Boston, Charlotte, and San Diego.

Please contact our office for a current list of tribal clients, tribal conference attendance, and tribal networking partners.

*As reported in Financial Planning magazine 1996-2020, based on total revenues.

TRIBAL LINKS

National Indian Gaming Association (NIGA)—www.indiangaming.org

Native American Finance Officers Association (NAFOA)—www.nafoa.org

Bureau of Indian Affairs—www.indianaffairs.gov

National Native American Human Resources Association (NNAHRA)—www.nnahra.org

CONFERENCES

California Nations Indian Gaming Association (CNIGA)
Western Indian Gaming Conference (WIGC)
National Indian Gaming Association (NIGA)
Native American Finance Officers Association (NAFOA)
National Native American Human Resources Associations (NNAHRA)
G2E

Indian gamin association and native american human resources association

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Contact Us

Tel: 559-924-0304
Fax: 559-924-0314

E-mail: team@rwmfinancialgroup.com

Address: 406 B. Street, Lemoore, CA 93245

Firm Disclosures

ADV Part 1

ADV Part 2

FINRA’s BrokerCheck®.

Brahm Rossiter is a Registered Principal with, and securities are offered through, LPL Financial. Member FINRA / SIPC.

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. CA Insurance Lic. #0C98552

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of RWM Financial Group or LPL Financial.