Peter Radvanyi has always enjoyed helping others accomplish their dreams. In 1998 he joined American Express Financial Advisors and passed the series 7, 63, 65 and Life and Health exams.
Peter became a financial advisor because he wanted to impact lives of others in a positive and meaningful way. He also knows that while there are many successful individuals who are very good at earning a good living, many do not have the expertise to invest their dollars in the most effective manner. By becoming a financial advisor, Peter wanted to help as many individuals as possible reach their financial goals. Many of Peter’s clients from the American Express days are still with him and have placed their faith and confidence in him over the last 18 years. American Express spun off its financial planning division in 2005 and became known as Ameriprise Financial Services.
In 2006 Peter left Ameriprise to join an independent broker dealer. The main reason for the move was twofold: 1.) So that he could offer clients unbiased advice without a large fortune 500 company’s interests interfering with the goals of clients; 2.) He wanted to be able to offer clients truly personalized service with a broader range of services that were not offered at Ameriprise. In 2016, he became a Registered Investment Advisor (RIA). As an RIA, Peter offers clients unbiased and completely independent fee based advice.
As an RIA, RWM never charges clients a commission and always acts in the best interests of their clients. Since there are no commission or other fees, RWM is able to offer truly objective advice with the best interests of the client at heart. Clients clearly understand exactly what they are paying for services and there are never any additional fees or charges. Complete transparency is very important at RWM.