Financial Consultant

Robert is a Principal of WealthMechanix. He created WealthMechanix knowing that it takes tools to put together a financial plan or a solid portfolio. He acts as a mechanic, and with 30 years of experience, knows how to handle the tools of his trade, whether they may be stocks, tax-free municipal bonds, exchange-traded funds, annuities, or other investment and insurance products. Robert counsels individuals with their portfolios, focusing on investments, retirement plans and tax deferral strategi...

Robert is a Principal of WealthMechanix. He created WealthMechanix knowing that it takes tools to put together a financial plan or a solid portfolio. He acts as a mechanic, and with 30 years of experience, knows how to handle the tools of his trade, whether they may be stocks, tax-free municipal bonds, exchange-traded funds, annuities, or other investment and insurance products. Robert counsels individuals with their portfolios, focusing on investments, retirement plans and tax deferral strategies.