RMR Insurance Solutions & Wealth Strategies
Unlocking your financial potential and helping you to create, build, and preserve wealth.
Being Prepared
Don’t Wait For A Great Opportunity, Make It Happen
Welcome to RMR Wealth Strategies, a financial practice dedicated to helping individuals, families, and business owners build, protect, and grow their wealth with clarity and confidence.
We take a personalized approach to financial planning—focusing on your goals, priorities, and long-term vision. Every strategy is tailored to your unique situation, so you can make informed decisions with confidence.
Through our relationship with New York Life, NYLIFE Securities LLC, and Eagle Strategies LLC, we bring access to a broad network of experienced professionals and resources to help address complex financial needs.
Whether you’re planning for the future, protecting what you’ve built, or preparing for retirement, we’re here to provide guidance, structure, and long-term support every step of the way.
Our Services
How Can We Help
No matter what phase of life you are in, being prepared is essential. Take a look at the strategies and plans that people like you typically prioritize to be ready for anything.
Holistic Financial Planning Services
As holistic planners, we take a comprehensive approach to your financial life. Our fee-based process helps integrate key areas such as investments, retirement planning, risk management, and other financial considerations into a coordinated strategy.
We focus on understanding your goals, financial situation, and priorities to develop personalized recommendations and help guide informed decisions as your needs evolve over time.
Securities Services
At RMR Wealth Strategies, we offer investment advisory services and securities solutions tailored to your goals and experience level. Whether you’re new to investing or looking for ongoing guidance, I provide information and support to help you make well-informed decisions
Wealth Management
We understand that each investor has their own goals, risk considerations, and time horizon. We offer investment advisory services designed to help clients explore strategies that align with their individual objectives
Protection Solutions
We offer information on a variety of insurance options, including life insurance, disability insurance, and long-term care insurance. We can provide general guidance to help you understand how these solutions work so you can make informed decisions based on your own needs and priorities
Our Purpose
We Help Manage Your Wealth, Protect Your Assets, And Plan For The Future.
We provide personalized support to help you make informed decisions about managing your assets and preparing for the future.
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Contact Us
Address:
801 North Brand Blvd, Penthouse Suite
Glendale, CA 91203
Email: rick@rmrwealstrategies.com
Phone Number: (818) 326-9358