Three RTWM Wealth Advisors Recognized as Five Star Wealth Managers

Round Table is proud to announce that Mariella Foley, Michael Fischer, and Taylor Thomas have been recognized as Five Star Wealth Managers by New Jersey Monthly. The Five Star Wealth Manager Award recognizes wealth management professionals who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria in accordance with providing quality service to clients. For more information on the Five Star Wealth Manager Award please click here.

Congratulations to Mariella, Mike and Taylor!

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Our goal is to preserve capital and enhance wealth by providing comprehensive investment advisory services within the context of establishing and maintaining long-term client relationships. As an independent, fee-only firm, we serve our clients with complete objectivity and manage conflicts of interest effectively.