Retirement Wealth Specialists is a client-focused financial firm providing comprehensive Wealth Management Services – a team of professionals that provide personalized portfolios, host regular review meetings, and put care into everything they do.
Established in 1998 by founders Mitchell B. Walk and Bruce S. Udell, Retirement Wealth Specialists has long been committed to providing comprehensive wealth management services. They now have a team of professionals with over 122 years of combined experience in the financial services industry. The team’s experience over the years has taught us the importance of asking targeted questions that go beyond basic financial planning. Retirement Wealth Specialists incorporates investment management, tax reduction strategies and family wealth planning into your overall wealth management plan.
As an independent firm, they have access to a vast array of resources, as well as the freedom to develop individualized solutions that work for you. The firm’s small size provides them the ability to offer highly-personalized services that many firms simply cannot provide. Check the background of this firm on BrokerCheck by FINRA.
Address: 100 Island Cottage Way Suite 100C, St. Augustine, FL 32080