Our Services

At Robertson Wealth Management we understand that each client's financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it's saving for your children's college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.

Retirement Planning

  • Income Solutions
  • IRAs
  • SEP/IRAs
  • Roth IRAs
  • Education IRAs
  • Simple IRAs
  • Defined contribution
  • Money-purchase pension plan
  • Profit-sharing plan
  • 403(b) 
  • 401(k)

Bonds & UITs

  • Convertible
  • Corporate
  • Municipal
  • Zero coupon
  • Unit Investment Trusts

Cash Management

  • Daily sweep accounts
  • Money markets
  • Online account access

Alternative Investments

  • REITs
  • Equipment leasing
  • Managed futures
  • Oil & Gas Programs
  • Tax Credit Programs
  • Real Estate LLC’s
  • Mortgage Funds

Mutual Funds

  • Open-end funds
  • Closed-end funds
  • Networking
  • Dividend reinvestment

Insurance

  • Fixed annuities
  • Variable annuities
  • Term life
  • Variable life
  • Universal life
  • Whole life
  • Disability
  • Long-term care

Education Planning

  • 529 Plans
  • Coverdell ESA
  • UTMA/UGMA

Asset Management

  • Professional asset mangement
  • Independent manager search
  • Performance monitoring and reporting
  • Wrap-fee accounts
  • Asset allocation

Stocks

  • NYSE-listed stocks
  • NASDAQ over-the counter
  • All other major exchanges
  • Foreign stocks
  • 144 and other restricted securities sales
  • Employee stock-option plans

Government Securities

  • Ginnie Maes
  • Treasury bills
  • Treasury bonds
  • Treasury notes

 

 

 

If you would like more information on any of the above investment products and services please contact us for a no-obligation review.