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About Retirement Wealth and Tax Advisors

Retirement Wealth and Tax Advisors (RWTA) is an independent firm of objective, seasoned, and conservative financial advisors. We are independent and therefore not subject to outside control or influence - we choose what is best for our client's situation. Investment advisory services are provided though Cetera Advisors LLC, a registered investment advisory entity.

We pride ourselves in giving you highly personal advice, based on objective analysis. We have been advising clients for over three decades, and have earned the respect of prominent local attorneys, CPAs, bankers and other financial professionals.