Skip to main content

RMT Wealth Management | Tax Efficient Investment Strategies

  • Home
  • About 
    • About RMT
    • 6 Step Process
    • FAQs
  • Our Services 
    • Retirement Planning
    • Estate Planning
    • Planning for College
    • 60 Minute Consultation
    • Tax Planning
    • Setting Your Goals
  • Resources
    • Recommendations
    • Document Checklist
    • Financial Calculators
    • How Much House Can You Afford?
    • Rework your budget
    • Inflation impact on retirement
    • how will my savings grow?
    • Retirement fund
    • Mortgage Calculator
    • How Much Car Can You Afford?
  • Blog
  • Contact
  • Client Login

    You are here

  1. Home
  2. Our Services

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.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

Our Services

  • Retirement Planning
  • Estate Planning
  • Planning for College
  • 60 Minute Consultation
  • Tax Planning
  • Setting Your Goals

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

Get Directions

  • Sitemap
  • 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.

© 2021 RMT Wealth Management . All rights reserved.

Website Design For Financial Services Professionals