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Roman Wealth Management, LLC

Helping My Clients Achieve Their Financial Goals For Over 30 Years. 

120 Providence Trail, #4205

Mount Juliet, TN 37122


Please feel free to call or send me 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.  

Achieving Your Life Goals, Together.

As a Financial Professional for over 30 years, I have helped my clients manage their investment portfolios through all kinds of markets. Which is why most of my clients have been with me for many years.  I get to know them very well and they get to know me and my family.  To me that's the only way to truly help my clients successfully achieve their life goals.

"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 practical, non-medical boundaries to 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."

Douglas Adams


This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Check the background of your financial professional on FINRA's 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA and SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Roman Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS.


This website is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information,
please contact our Compliance Department at 737-443-2582.

 Our Office Location 

Roman Wealth Management, LLC

Office/Mobile: 215-290-2618

120 Providence Trail, #4205

Mt. Juliet, Tennessee 37122