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3-Step Review

At Roberts Wealth Management, we believe that relationships can only thrive when values match. That’s why we developed our 3-Step Review, a procedure designed to determine if our values match with yours. Sign up below to request your free consultation.

Many times, individuals don't have a process to filter out misconceptions and help them find out the critical facts to make logical decisions for their future.

Regarding your financial future, have you:

asked the right questions to the right people?
quantified hidden fees and taxes?
made decisions based on myths, misconceptions, opinions or missing facts?

If you find there are flaws or missing information in your decision-making process, you will quickly realize where money is falling through the cracks or where the problems are in your current planning.

Our simple no-obligation 3-Step Review is an effective way of helping you to determine if your current strategies match up with your plans for today and beyond.

We are not your typical financial advisors. We do what’s right, not what’s popular. Let us see if we can help you. It won’t be a waste of your time!

Retirement Kit

Enter your information below to request this kit, including three separate guides that address several retirement topics.

Who We Are / Our Focus

meet april roberts

We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

Learn More About Us

what we do

Our financial strategies use insurance products, such as annuities, to help you meet financial goals.

Learn how we can help

Upcoming Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

» Calendar of Events

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through AE Wealth Management, LLC. AEWM and Roberts Wealth Management are not affiliated companies.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of April Roberts or Roberts Wealth Management is stated or implied.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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