RMG Wealth Management Group

Financial Services • Wilbraham, Massachusetts, United States • 11-20 Employees

Company overview

Headquarters	2341 Boston Rd, B200, Wilbraham, Massachusetts 01095, US
Phone number	+14136531277
Websites	nm.com rmgwealth.nm.com
NAICS	52
Keywords	Financial Services, Wealth Management, Investment, Retirement Planning, Life Insurance, Investment Analysis, Financial Planning, Estate Planning, Legacy Planning, Investment Solutions, Comprehensive Wealth Management, Generational Wealth, Wealth Management For Professional Athletes
Employees	11-20

Key Contacts at RMG Wealth Management Group

Barry Almeida

Director Of Business Development

Emina Mustabasic

Director Of Investment Operations

Sarah Carver

Director Of Marketing & Client Relationships

RMG Wealth Management Group Email Formats

RMG Wealth Management Group uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nm.com	100%

About RMG Wealth Management Group

AT RMG, OUR GOAL IS TO help you make the most of the incredible life you’ve built. We build deep, meaningful relationships with our clients so we can understand what matters to you and what you truly want out of life. From there, we review every aspect of your financial plan so we can implement strategies that help you protect your success, maximize opportunities, and achieve your goals. We walk with you through the entire process, providing education and guidance so you can make wise, intentional decisions that best suit you. Together, we create a thorough, detailed plan to help you optimize your wealth, let go of financial worry, and enjoy your life to the fullest. OUR CLIENTS ARE THE CENTER of everything we do, and we’re honored to serve hardworking people who care deeply about their families and communities. With both current and former professional athletes on our team, we especially enjoy helping new and seasoned athletes navigate their unique financial opportunities. We work with people in all different professions and seasons of life, but each one of them is looking for a long-term partner who can guide them through the comprehensive planning process. WE AIM TO PROVIDE COMPREHENSIVE SUPPORT for your financial world. Some of the specific services we offer include: • Comprehensive Wealth Management Planning • Investment Portfolio Management • Risk Management • Tax efficient Planning • Advisor Coordination (attorneys , accountants etc.) • Retirement Distribution Planning • Legacy Planning • Multigenerational Planning • Concierge Level Planning and Services for Professional Athletes Want to know more about how we can help? We’d love to talk with you. Visit our website at RMGWealth.nm.com to learn more OR call 413-748-8702 to schedule a consultation.

RMG Wealth Management Group revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director

Partner

Entry

Employees by Department

RMG Wealth Management Group has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

RMG Wealth Management Group has never raised funding before.

Frequently asked questions

RMG Wealth Management Group is located in Wilbraham, Massachusetts, US.

You can reach RMG Wealth Management Group at +14136531277.

RMG Wealth Management Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.