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Retirement if You’re Self-Employed

What are my retirement options if I’m self-employed?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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6 Steps to Wealth Management


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Planning For the Future

Can I save for my retirement and my child’s college tuition?


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Experience the RMT Difference

…and Work Towards a Sound Financial Future


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Experience the RMT Difference

As a Certified Financial Planner and investment advisor, Robert provides his clients with personalized wealth management services. His goal is simple, to help his clients work towards their goals of financial independence through tax efficient investment strategies.

 

About

Robert Troyano CFP®, CPA is a New Jersey native and has been in the financial planning business since 1993. He founded RMT Wealth Management in 2010.

 

RMT 6 Step Process

“The RMT 6 Step Process to Wealth Management™” is our fundamental step-by-step process that works like a road map on the way to a sound financial future.

 

FAQs

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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Retirement Planning

Working Towards a Sound Financial Future.

 

Estate Planning

Protect Your Assets and your Heirs.

 

Planning For College

Have you Considered a 529 Plan?

 

60 Minute Consultation

Free, No-Obligation Consultation with us!

 

Tax Planning

Tax-Efficient wealth management.

 

Setting Your Goals

Tax-Efficient investment strategies that reflect your goals.

Our Team

Learn more about our amazing team of professionals.

Robert Troyano

CFP®, CPA

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Robert Troyano

Robert Troyano CFP®, CPA is a New Jersey native and has been in the financial planning business since 1993. He founded RMT Wealth Management in 2010.

As a Certified Financial Planner and investment advisor, Robert provides his clients with personalized wealth management services.

His Goal is Simple…

…to help his clients pursue their goals of financial independence through tax-efficient investment strategies.

Clients who work with Robert Troyano CFP®, CPA and his team at RMT Wealth Management receive:

  • A client first approach to wealth management.
  • Personalized tax and investment planning services.
  • Advice on how to accumulate and position assets in the most tax efficient manner possible.
  • Investment strategies that can help them pursue their personal and professional financial goals.
  • More time doing the things they love because they have an ethical, responsible, and experienced financial team on their side.

The Best of Both Worlds

Robert graduated from the University of Maryland in 1986 and received his Master’s degree from Pace University in 1992. In 1999, he obtained his Certified Public Accountant designation and earned his Certified Financial Planning credentials in 2001.

Having both a CFP® and a CPA designation places him in a unique position to help his clients pursue their financial goals in the most tax efficient manner possible.

As a husband, father, and entrepreneur he understands how important it is to invest with an eye towards the future…because saving for retirement is only part of the story.

Contact Robert today and book your complimentary, no-obligation 60 minute Wealth Management Consultation.

Bio

Our Blog

Learn more about the financial industry.

Latest Blog Posts

Video: What’s Your Risk Management Plan?
Nov 03, 2017 by RMT Wealth Management

What exactly does it mean to “fully” protect your financial future?

 
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Infographic: 6 Easy Organization Tips to Take Time off of Taxes
Sep 06, 2017 by RMT Wealth Management

6 organization tips taxes.jpg

Resources:

  1. https://blog.mint.com/how-to/how-to-organize-your-tax-records-and-receipts-0214/
  2. ...
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Think You’re Covered for Travel Abroad? Think Again
Jul 07, 2017 by RMT Wealth Management

World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people typically cover with a typical homeowner’s policy or travel benefits from their credit card companies are multiplied when traveling the globe. Everything from personal liabilities to auto coverage to medical coverage, suddenly becomes more complicated and traditional insurance solutions fall well short of providing the needed protection...

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 201-226-1040
Fax: 201-226-1312
Toll Free:

Email: rtroyano@rmtwealthmanagement.com

337 Market Street, Saddle Brook, NJ 07663

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  • Legal, privacy, copyright and trademark information

Securities and Investment Advisory Services Offered through H. Beck, Inc. Member FINRA, SIPC H. Beck and RMT Wealth Management are not Affiliated .

Neither RMT Wealth Management nor H. Beck, Inc. offers legal or tax advice. For specific information that applies to your circumstances you should consult a qualified legal/tax advisor.

We are licensed to sell Insurance Products in the following states: Florida, New Jersey, New York, Pennsylvania, Virginia.

We are registered to sell Securities in the following states: Arizona, California, Florida, New Jersey, New York, Pennsylvania, Virginia.

About tax efficient investment strategies: Investing involves risks and there is no guarantee that any particular strategy will work under all market conditions or protect against a loss in a declining market.

Investments will fluctuate and may be worth more or less than when originally purchased. Diversification and asset allocation may reduce some risks of investing, but do not guarantee a profit or ensure against market losses.

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