Rich Wealth Management, LLC - Louisville, Kentucky

Rich Wealth Management, LLC

Located at 9850 Von Allmen Ct #201, Louisville, KY 40241, United States, Rich Wealth Management, LLC is a reputable financial planning firm that offers a range of services to help individuals and families achieve their financial goals. With a specialized focus in financial planning, this company has built a strong reputation for providing personalized and effective solutions to meet the unique needs of each client.

The company is easily accessible by phone at 5023986850, and their website, richwealthmanagement.com, provides comprehensive information about their services and additional resources. Online appointments are available, making it convenient for clients to schedule a consultation at their own pace.

Rich Wealth Management, LLC offers a range of services, including financial planning, investment management, retirement planning, and estate planning. Their team of experienced professionals works closely with clients to develop tailored strategies that align with their financial objectives and risk tolerance. By offering on-site services and wheelchair-accessible facilities, the company demonstrates its commitment to providing high-quality service to all clients, regardless of their physical abilities.

With a strong focus on customer satisfaction, Rich Wealth Management, LLC has earned a 5/5 average rating based on 12 reviews on Google My Business. Clients appreciate the personalized attention and effective strategies provided by the firm, highlighting the value of working with a dedicated financial planner. For those seeking a reliable and compassionate financial planning partner, Rich Wealth Management, LLC is an excellent choice.

👍 Reviews of Rich Wealth Management, LLC

Mary S.

5/5

I first heard about Dwight Rich on the radio. I had a concern about my investment that I had made in gold bars and silver so I reached out to him and expressed my financial situation. He immediately called me and then we talked over the phone for a while. I could tell he was also concerned about my decision to purchase gold and I had put everything into Gold bars and silver. That was my first mistake. After we talked for a while, he set up a zoom call with me and my husband. My husband and I were both impressed with his experience and felt he was giving us the best advice. Through this zoom call, he discovered that the company that I was doing business with for the gold and silver, were not being honest. were taking advantage of me and I started to question myself even more. When i reached out to inquire about my account with the gold and silver, I was furious that I had been taken advantage of and my future did not look good going forward. Dwight went above and beyond for me and I hadn't asked him to do this. I now believe there might be a sliver of hope for my future. I have decided to do business with Dwight and I feel rest assured that I am in good hands with Rich Wealth Management. I would highly recommend him if you are questioning what to do with your money to make it work best for you and your family. I am so glad I heard him on the radio and listened to his thoughts and concerns about where I was going and it wasn't going to end well. I now feel relieved and positive about my future and I owe all of that to Dwight Rich. He is a blessing.

Cheryl S.

5/5

We met Dwight recently at a Social Security seminar where he taught the ins and outs of the SS system, and later met with him to explore our options. Dwight was thorough and professional and went above and beyond to get us answers. He even accompanied me to the local SS office to examine my file, an experience I didn't want to face alone. Highly recommend this gentleman; we look forward to consulting with him for our future financial plans.

karen B.

5/5

Dwight is an outstanding financial adviser. He is very thorough and knowledgeable. Dwight ensures his clients are comfortable with their investment portfolio and understand each investment account. Though no one can guarantee what the stock market will do, Dwight has many years of experience to help each client make the best decision for them.

M L.

5/5

Dwight serves admirably as our fiduciary, managing our investment portfolio. He diligently sticks to his criteria and it has served us well. I trust Dwight, he is always prepared, professional and willing to do additional research.

Matt M.

5/5

Dwight is an excellent CFP. Very professional, easy to talk to, and he knows what to do based on whatever your goals are. Highly recommend

Mark O.

5/5

Upon retirement I reviewed and interviewed a number of Financial Advisors and Brokerage firms. Was introduced to Dwight, my Wife and myself felt that he could meet our financial needs . After 7 years still feel we made the right decision.

Ted E.

5/5

Dwight, I’ve always appreciated the sage advice you’ve given me and my family. Your actions have always spoken louder than your words and for that we are thankful. Thanks again for looking out for our financial future.

Todd H.

5/5

Dwight Rich is deeply knowledgeable and takes a thoughtful approach to wealth management. Nice to have him on my side in these uncertain times