About RCM Investments strives to grow your money. It is as simple as that. Our philosophy is to strive to stay
up-to-date & connected with the market, empowering us to provide you with the correct knowledge to invest wisely.

For Individuals One of the greatest strengths of RCM is our objectivity when it comes to portfolio construction and
investment selection. Our platform empowers you to achieve your goal of building or preserving wealth.

For Employers RCM Investments strives to grow your money. Our philosophy is to always stay up-to-date and
connected with the market, empowering us to provide you with the correct knowledge to invest wisely.

Contact We are happy to offer you a FREE portfolio review, a FREE retirement plan consultation, or a
FREE 401k plan analysis for employers.

Our Team Meet the people behing RCM Investments. We are dedicated to making your investment experience
comfortable and successful.

Estate Planning & Tax Strategies

We help clients in identifying potential estate planning issues and help draft financial plans based on the most current legislation and tax laws. Although we do not advise on legal matters or taxes our firm has developed strong relationships with qualified experts who can provide assistance.

 

These attorneys and CPA’s help to structure trusts, power of attorneys, and wills so that clients are consistent with their financial and lifetime goals.

We work in a complementary fashion with our client’s other trusted advisors to develop customized solutions to our clients estate planning and tax needs.

Gifting strategies are another important service we provide. We work with clients to minimize current and future tax liabilities and optimize charitable giving. This includes managing the assets in family partnerships and donor advised funds.

Tax planning and financial planning go hand in hand. We constantly watch for key tax issues and ways to reduce our client’s tax liability and we are proactive in bringing those solutions to our clients. We identify and recommend tax advantaged products, we work with clients to donate appreciated assets to charity in order to minimize taxes, and we monitor gains and losses in our portfolio reviews to balance tax implications. Let our team review your current situation to help you move forward in preparing a more tax efficient plan.