Welcome to RIWM

Welcome to RIWM

An Independent Investment Advisor Firm

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Who We Are

We are an independent wealth management firm located in Miami, Florida. Since our inception RIWM has focused on providing the best support possible to our clients. We Specialize in building lower volatility portfolios seeking absolute returns. Let us help you plan your future.
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Client Services

Our team conducts extensive research and analysis in order to identify customer segments with particular need and then develop products and services to cater to that particular client.

Featured

  • Approach

    RIWM core strategy revolves around a bespoke tailoring approach.

  • Individually Crafted

    We at RIWM carefully craft each investment product to meet the risk/reward need of every client, individually.

  • Attention to Detail

    We actively engage with our clients to make sure we meet all needs.

  • Strategies

    We believe that consistent incremental value can be created utilizing a range of non-correlated strategies within the context of a comprehensive and disciplined risk management process.

Our Mission

Our mission is to help individuals and corporations to determine and achieve their financial goals through a comprehensive financial planning process. Our role is that of an independent and trusted financial counselor, providing personalized service with uncompromising integrity. Our goals is to preserve grow and protect our clients wealth by creating the right strategy in order to pass wealth to future generations. Our vision is to fulfill and supersede dreams and ambitions of all involved with RIWM, clients, employees and business partners.

  • Forward-thinking & Independent

    Forward-thinking & Independent

    We focus strictly on the goals our clients want to achieve, managing all portfolios in order to obtain absolute results. Being completely independent from any bank or parent company means we are free to select ideal financial solutions to meet the needs of our clients.

    Forward-thinking & Independent
  • Relationship building

    Relationship building

    We pride ourselves in establishing and maintaining personal relationships with all of our clients. Our clientele consists of affluent families, corporate executives, institutions and business owners who value the skills and dedication that we provide with our personalized service.

    Relationship building
  • Expertise

    Expertise

    We have vast experience in providing a consultative approach to sophisticated wealth management programs. We offer multi-custodial and multi-currency platforms. Our teams and our business partners consist of Financial Advisors, CPA’s, Analysts, Insurance Professionals, Consultants, CIS, and access to exclusive research data.

    Expertise

Letter from our Founder

"We built this company to fill the need created by the impersonal conventional investing approach. We made RIWM a personal investment wealth management company with a team of professionals dedicated to our relationships. We at RIWM believe that we do not simply manage accounts, we manage relationships.”
- Arturo Rodriguez Diaz, CEO
Letter from our Founder