Retirement Wellness Group

Retirement Wellness Group

Retirement Wellness Group, founded in 2018 in Pasadena, California, serves as a registered investment advisor dedicated exclusively to employer-sponsored retirement plans. The firm was built to address fiduciary governance for small and mid-sized businesses, positioning plan-level oversight — rather than individual wealth management — as its primary service model. The firm designs and manages defined-contribution retirement plans, emphasizing fiduciary best practices, investment policy statement creation, and participant education. Its service mix spans investment selection and monitoring, plan compliance support, recordkeeper coordination, and behavioral-finance-driven employee engagement. The geographic footprint extends across Southern California, with a primary office in Pasadena and an additional location in Torrance. Team composition reflects decades of cross-functional retirement-plan experience drawn from human resources, investment consulting, recordkeeping, and compliance backgrounds. The firm maintains a dual-office structure in Pasadena and Torrance, serving plan sponsors across the greater Los Angeles area. No discrete AUM or total deployment figures are publicly disclosed. A key structural differentiator is the firm's closed-architecture client focus: it works solely with plan sponsors rather than individual retail participants. This creates a governance-only revenue model, insulating the RIA from conflicts that arise when advisors simultaneously serve the plan and sell products to individual employees.