Join Our Team

Val J Hein, CRPC

Wealth Advisor

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Jay Caruso, CRPC, CMFC

Wealth Advisor

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Our Building

Our Views

501 S. Cherry St., Ste 920

Just east of Cherry Creek which is the most affluent city and the financial hub of the front range

There are many suburbs within easy driving distance of our office.

Amazing Location

Covered reserved parking for clients and tenants

Very walkable area along Cherry Creek trail next to the river and future site of a river-walk outdoor mall

Easy Access

RMW is conveniently located 5.4 miles from Downtown Denver and in close proximity to two major interstate highways

Amenities

Security

After hours building and parking security

After hours card only entrance

Elegance

Beautifully decorated main floor lobby

Two large high-tech conference rooms to host client events in the building

Well being

On-site up-to-date fitness center

Accessible shower facilities

Office Space

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Experience and Integrity is what we believe sets the RMW team apart from the rest

Val Hein of RMW Financial Group was ranked in the top 60 of all advisors associated with Waddell & Reed for qualification in the firm's incentive programs as of June 2020.
We have four Series 7 advisors in house with a combined 43 years of experience in the financial services industry.
Our Advisors were licensed in 26 states as of June 2020.

Why choose RMW Financial Group?

Access to professional office space for Advisors and their support staff
Founders are experienced in coaching and mentoring other advisors
Access to cutting edge technology
Access to a wide array of Products and Services including Brokerage, Financial Planning, Advisory Products, ETFs, etc.
Enthusiastic support staff provide seamless client experiences

Want to know more about joining our team?

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Independent Financial Advisors: Joining the Relational Wealth Management team will require background checks due to the association with Waddell & Reed, Inc. (WRI) and due to regulatory requirements. There is no specific requirement to join the Relational Wealth Management team to be accepted as independent Financial Advisor with WRI nor is there any guarantee that WRI will accept any independent financial advisor candidate.

Employee Advisor Associates: Employment positions will require background checks given the independent financial advisors association with Waddell & Reed, Inc. (WRI) due to regulatory requirements. However, these positions are not offered through or by WRI. Instead, these opportunities are offered solely by Relational Wealth Management in connection with their independent practice. The independent financial advisor(s) associated with Relational Wealth Management are not employed by, nor authorized to engage or employ any individual on behalf of WRI. All employment obligations are the sole obligation of Relational Wealth Management and the independent financial advisor(s) associated with Relational Wealth Management.

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