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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

Have questions? We have answers. Check out our FAQ section to learn about Certified Financial Planners™.

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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

What You Should Know About Certified Financial Planners
Jul 24, 2020 by RMT Wealth Management

Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own. Another reason why CFPs stand out are the requirements necessary to become a CFP, including a Bachelor’s degree and work-related experience. The exam...

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What You Should Know About Certified Financial Planners
Jul 24, 2020 by RMT Wealth Management

Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own. Another reason why CFPs stand out are the requirements necessary to become a CFP, including a Bachelor’s degree and work-related experience. The exam...

Read More
Is Now the Time to Give Yourself a 401(k) Loan?
Jul 24, 2020 by RMT Wealth Management

In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few undesirable consequences. But the Coronavirus Aid, Relief and Economic Security (CARES) Act has allocated $2 trillion for economic stimulus and relief, including provisions to make it easier and more sensible...

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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

299 Market St., Suite 330, 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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