400 E Horsetooth Road,
What differentiates us from the rest? Our independence, transparency, and passion.
More than an advisor, we seek to be your partner, coach, and friend.
RTI Wealth Management’s success stems from our team’s dedication to the prosperity of our clients. We are a well-rounded firm that celebrates diversity, collaboration, community, hard work and relatability. From investment, estate planning to wealth transfer strategies, setting up the right type of trust, planning for retirement or building a multi-generational legacy, our team of professionals brings decades of experience and commitment to keep you on track. We are here to help you make the best financial decisions to enhance the quality of your life and ensure that you can pass on that value for generations to come.
“It’s about building a more secure future in the present moment.”
- Nicole Rivera
“Empowering the success of our clients is at the core of everything that we do.”
- Heidi L. Westfall
“We are a diverse team of educated and dedicated professionals who put the success of the client first.”
- Anthony Cisneros, CRPC® CRPS®
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.
“Providing sound investment and financial strategies that build multi-generational family legacies.”
- Phil Loring, Jr
Pete & Carrie J.
My wife and I met Heidi Westfall of RTI Wealth Management at a critical time. I had just transitioned from full-time work to entrepreneurial life and had alot of questions. When I was full-time employed retirement and estate planning resources were made available by my employers.
Now, we needed some personal help to plan and prepare for our financial future. Heidi and RTI quickly built trust and rapport with us as we began to navigate this new personal landscape. They had market knowledge, experience, and technology to simplify information sharing and planning. Not too long after we engaged with Heidi and the team we had a solid long term financial plan, life insurance, and an estate plan all of which added value to our household and most importantly peace of mind.
We couldn't be more grateful for the assistance of Heidi and the team at RTI.
Even with my economics background, working on investing my own money gives me a ton of trepidation. I think part of it is just due to what I know to be the volatility of the world, the markets, investors, etc. these days. But equally so, I think a great part of my anxiety comes from the fact that I know how unbelievably fortunate I am to have the resources that I now have to invest and I don't want to waste that gift.
I really appreciate the RTI Wealth team and the confidence that I can have in your brains, your abilities, and your understanding of me. Thanks for being a badass team!
The novel coronavirus (COVID-19)'s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.