We are independent securities and investment adviser professionals associated with Colorado Financial Service Corporation. RGA Wealth Management, Inc. and Colorado Financial Service Corporation are separate entities. RGA Wealth Management can help customers in selecting investments or types of investments without being interfered with or tied to any specific providers or affiliates. Our firm truly puts our client’s interest first.
Independent Investment Advice:
Colorado Financial Service Corporation provides independent, objective investment advice. Other licensed independent professionals associated with Colorado Financial Service Corporation do provide investment banking services including capital raising and mergers and acquisitions. RGA Wealth Management analyzes each portfolio and recommends investments that are suited to our client’s needs.
Knowledge and Expertise:
Ron Adelstein holds various professional licenses in the investment field, such as Investment Adviser Representative and General Securities Principal. Ron attended St. John’s University and received a Bachelor of Science in Marketing from St. John’s College of Business Administration.
“Open Architecture” Investment Platform:
As independent representatives, we have access to thousands of mutual funds, ETFs, and alternative investments. We are able to work with our clients to determine which investment options are best suited to their unique financial situation.
Each client works directly with Ron Adelstein when making important investment decisions. We are committed to accommodating our individual client’s needs and answering their important questions within 24 hours.
Let us show you how RGA Wealth Management, Inc. will help set a new standard.