Our mission
Our mission is to make your life simpler.
We all want to be smart with our money and that means maximizing our financial resources so we can live a simpler, better life. The financial industry has done a fantastic job of complicating things, leaving you feeling good at first but often frustrated and regretful in the long run. Your financial plan and investments should be simpler than that – a lot simpler – and shouldn’t feel like an empty promise.
Our duty to our clients
We understand that your savings represent a lifetime of hard work and this money is irreplaceable. We treat this savings with the utmost care as if it were our own by focusing on the highest quality investments and looking to partner with them for the long-term.
We are highly skeptical of the financial industry and think that most of the industry and financial media is a huge disservice to investors. Much of the investment advisory industry is based on a flawed concept of risk called Modern Portfolio Theory which focuses on volatility as risk. When managed properly, volatility is not a risk but an opportunity.
We believe that perhaps the biggest risk an investor faces is running out of money in their lifetime and, therefore, work to customize each client’s portfolio to their specific long-term goals and financial plan.
Our Process
Discovery & Design
We get to know you, your goals and the lifestyle you want to live with a focused plan.
Implement
We execute the plan on your behalf acting as a fiduciary while you sit back and relax.
Inform
We do all the work while keeping you informed every step of the way.
our story
RCN Wealth Advisors is a fee-based Registered Investment Advisor with the goal of helping our clients live a better lifestyle through smarter, more efficient portfolio management.
"Before starting RCN Wealth Advisors, I was licensed as a financial advisor, broker and insurance agent. That covers a lot of stuff... I shortly realized that most people don't understand the difference between a fiduciary financial advisor and a broker, and unfortunately that's just the way the financial industry wants it. The more complicated they can make things, the more stuff they can sell and the more money they can make off of investors without them realizing it. That really bugged me! So I started RCN Wealth Advisors to work with clients in what I believe to be a better, simpler way - the right way."
Our services
Retirement Planning
Investment Management
Estate Planning
Our investment principles
- We value assets that our unique, hard to replicate and, like our savings, irreplaceable.
- We prefer to partner with owner-operator companies. That is, companies in which the executive team and Board of Directors also own large amounts of their own stock. If a CEO has a substantial portion of his/her own wealth invested alongside of yours, we have confidence that the CEO will be making the right long-term decisions for the company from the perspective of a long-term owner, not simply to goose short-term numbers to appease Wall Street estimates.
- We prefer companies that generate substantial amounts of Free Cash Flow and have little to no debt, only using debt for the most opportune moments and in the most productive manner.
- We focus on investments that have the highest degree of long-term staying power; things that will endure the tests of time.
- We tend to utilize a “barbell” strategy that focuses on preserving a large core of the portfolio with steady growth while simultaneously finding asymmetric opportunities which provide large payoffs from unexpected tail-events.