Roman Wealth Management, LLC
Because You Deserve a Great Retirement.
895 Pleasant Grove Road
Mount Juliet, TN 37122
Please feel free to call or send us an email at any time if you have a question or would like to schedule an appointment.
As the fifth of seven children, I learned about the importance of family early. My father had his own business as a TV repairman/electrician and was also an ordained minister. My mother came to the United States from Puerto Rico at the age of twenty one not able to speak a word of English to find work and a better life.
My childhood experiences taught me that if you have a strong, loving family, you have everything you need to have a happy and fulfilling life. I put my family name on my company because to me, family means everything, and I want my business to reflect that. I work hard for my clients, helping them implement plans and strategies that allow them to maximize family time and focus on what is important. I show them how they can make changes to their financial plan to fund the things they want for themselves and their families. I work to provide a framework to help clients achieve these things and the confidence that comes with knowing that their finances are focusing on what's most important.
Now I am passing on those traits to my son, Alec (AJ), who has joined me in the business. I am excited to talk with my clients about how our "family first attitude" for our clients at Roman Wealth Management, LLC will continue for many years to come. Our clients realize that, which is why many of our clients refer their children and grandchild to us. Markets go up and down, and financial plans change, but Keeping your family first is the secret sauce that leads to successful investing and planning.
As Financial Professionals for over 33 years, we have helped our clients manage their investment portfolios through all kinds of markets. Which is why most of our clients have been with us for many years. We get to know them very well and they get to know us and our family. To us that's the only way to truly help our clients successfully achieve their life goals.
Access and view
"Some things cannot be taught; they must be experienced. You never learn the most valuable lessons in life until you go through your own journey."
Roy T. Bennett
RWM is proud of the work we do with The Joe Beretta Foundation. The Joe Beretta Foundation primarily exists to address non-medical needs for families and patients being considered for VAD implantation. One of the largest needs is housing. Rather than giving money towards hotel stays, our goal is to build "Papa Joe's House", a home in Nashville where several families can stay during the most trying times of their VAD journey. Ultimately, we hope to build several houses in strategic cities across the country.
"To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity."