Adam Rick

President

LPL Financial Advisor

7044 S. Ballpark Dr, Suite 303

Franklin, WI 53132


414-899-1210

adam.rick@lpl.com

Let us help you work toward preserving and accumulating wealth for your financial future. We develop a personalized plan to assist with your current financial needs and provide guidance with your long-term goals. RPM Wealth Management provides professional financial advice with the highest standards of conduct and integrity.

Working Together

Our first priority is to get to know you and your financial goals. From there, we will build a customized strategy based on your needs. Wealth Management is an ongoing process, we will help keep you on track and make adjustments as your needs change.

What To Expect From Us

  • Investment portfolio analysis

  • Financial plan review

  • Retirement capital & distribution strategies

  • Income tax reduction strategies

  • Business succession planning

  • Insurance analysis