# Retirement Wealth Management

Retirement Wealth Management is an Asset Manager based in Peachtree Corners, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Peachtree Corners, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** rwmassets.com
- **LinkedIn:** https://www.linkedin.com/company/retirement-wealth-management-llc

## Regulatory record

- **CRD number:** 310386
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310386

## About

Retirement Wealth Management, LLC acts as retirement plan fiduciaries, emphasizing a higher standard of care and ethics. The firm works for the sole benefit of its clients, putting their interests first, and focuses on retirement plans and lifetime income.

## People

- Joe Derickson — Founder and CEO
- Gary Skeen — Benefit Consultant
- Melissa Derickson — Director of Client Services

## Questions

### What investment strategies does the firm employ for clients?

The firm constructs portfolios using publicly traded securities, including mutual funds, exchange-traded funds, individual equities, and fixed-income instruments, aligned with standard retirement-income planning methodologies. The strategy centers on liquid, marketable assets rather than the private equity, venture capital, or direct real estate investments typical of institutional allocators and family offices.

### Does Retirement Wealth Management make direct private-market investments or co-investments?

There is no public record of the firm deploying capital into direct private-market transactions, co-investments alongside general partners, or pooled private funds. The practice is anchored in liquid public markets through traditional brokerage and custodial platforms, without the private investment infrastructure common to family offices and institutional asset managers.

### What is the firm's regulatory posture and fiduciary standard?

As a registered investment advisor, the firm is subject to SEC regulation and operates under a fiduciary standard requiring it to act in the best interests of its individual clients. This regulatory framework emphasizes suitability, disclosure, and fee transparency for retail investors, distinct from the exempt reporting adviser or family-office exemption structures used by many private investment firms.

## Related profiles

- [RETIREMENT SOLUTIONS](https://altss.com/profile/retirement-solutions)
- [REVELATION BIOSCIENCES, INC.](https://altss.com/profile/revelation-biosciences-inc)

---

Last updated: 2026-08-11T15:07:57.118Z

Canonical page: https://altss.com/profile/retirement-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology