rwealthmanagement.com
Roncancio Wealth Management - Our Team
http://www.rwealthmanagement.com/our-team.html
We've developed our wealth management strategy from the ground up, particularly for the client that wants a tailored and personal wealth management experience. At Roncancio Wealth Management our mission is to achieve superior risk-adjusted returns while protecting our clients portfolio’s against steep losses. Taylor Roncancio, while serving on the Board of Adjustment, with the Mayor of Scottsdale, Arizona, Jim Lane. CEO and Managing Partner. Hometown: Houston, Texas. Residing: Scottsdale, AZ. Receive our...
rwealthmanagement.com
Roncancio Wealth Management - Services
http://www.rwealthmanagement.com/services
At Roncancio Wealth Management, we take pride in our ability to personally tailor services to meet the individual client's needs. Account Management / Charles Schwab - Custodian. Charles Schwab and Co, Inc. ( Schwab ) has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients. Full range of investment products and trading services. Technology and service support. The Charles Sc...
rwealthmanagement.com
Roncancio Wealth Management - Careers
http://www.rwealthmanagement.com/wealth-management-careers.html
We’re very selective on who we hire because we, as do our clients, expect the best in the industry to manage their assets and advise them professionally. If you think you have what it takes, please see the listing below for job openings we have available at this time. Analyst / Associate Financial Advisor - Internship. Candidates should demonstrate a strong combination of the following characteristics:. Strong quantitative/analytical skills, attention to detail and client focus. Minimum GPA: 3.0. Roncanc...
rwealthmanagement.com
Roncancio Wealth Management - Strategy
http://www.rwealthmanagement.com/strategy
At Roncancio Wealth Management, we take a modern approach to portfolio management. We believe that investors need a tactically managed portfolio that reflects current market conditions. After cutting through all the red tape on Wall Street, what moves an investment vehicle's price is supply and demand. We all understand the basic forces of supply and demand. The same forces that affect prices in the supermarket also affect prices in the stock selection. Tactical Tilt Dividend Yield Model. Our Financial I...
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