About RWM

Rational Wealth Management (RWM) is a privately owned Investment Advisory firm, headquartered in Cheyenne, Wyoming with branch offices in Delta, British Colombia, Canada and Batesville, Indiana, USA.  RWM specializes in wealth management for individual investors, trusts, endowments, and corporate entities.

Managing the important details of a 401k rollover or crafting your first investment plan can be a task full of potentially wealth destroying obstacles, and handling the intricacies of large portfolio wealth can be a life consuming occupation. At RWM, we strive to make your life easier by helping you with long-term planning and everyday investment decisions targeted at growing or protecting your investments so that you have the time to do what you created your wealth to allow you to do in the first place..

The last decade has tested the resolve of even the most avid investor. The current global economic condition demands new, more rational investment portfolio management strategies. In an ever changing investing environment, we believe investors must manage portfolio risk constantly. The risk in today’s global economy is often not in line with the needs and goals of today’s investor. At Rational Wealth Management, we understand this perfectly and have therefore developed a focused vision: To offer you a long-term financial relationship targeted at making your life easier and your financial dreams achievable, even with the current global financial reality.

With seasoned professionalism, we offer innovative strategies, objective advice, and expert guidance in assessing the array of available investment options at RWM. From capital preservation to aggressive growth, we can help craft a portfolio that fits your goals and needs.

Rational Wealth Management fully grasps that you have a vision of where you want your financial life to excel.   We also understand how important your financial health is in achieving personal well being.  We can help shape that vision into the planned attainment of your financial well being.  Once you have it, we can help you preserve it or continue to grow it.