Dwight Rich, RSSA®, CFP®

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Rich Wealth Management, LLC
9850 Von Allmen Ct Ste 201
Louisville, KY 40241, US

502-398-6850

Average Rating: 5 stars (based on 3 ratings)

Professional Profile

Dwight is a Registered Social Security Analyst, Certified Financial Planner®, and Fiduciary.  He earned a CFP® designation from the Certified Financial Planner Board of Standards in 2007 and has over 25 years of financial industry experience.  He is the President/Owner of Rich Wealth Management, LLC and has previously worked with institutions such as Bank of America, Merrill Lynch, and PaineWebber. The focus of Dwight’s practice is on retirement planning and investment management. The scope of services include: retirement planning, estate planning, insurance, education planning, liability management, tax planning, and fiduciary investment management. Dwight carries the series 7, 9,10, 63, and 66 securities registrations.  He holds a BSBA in Finance from the University of Louisville.

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    Dwight provided exceptional service. He is well qualified to handle social security issues. Dwight was professional and very respectful of my situation. He listened to my concerns and offered advice specific to my financial needs. Great service!

    Ed Ruckriegel

    Dwight has been our financial advisor for years. Through his expertise and guidance, my husband and I were able to retire early at ages 60 and 56, respectively. In addition to being exceptionally knowledgeable in financial instruments and the market in general, Dwight is a genuine and approachable professional. I would HIGHLY recommend Dwight to be your financial advisor.

    Kim Ash

    Key to me is Dwight is a fiduciary. Merriam Webster defines this as relating to, or involving a confidence or trust. Throughout the entire relationship with Dwight, he has earned my trust and confidence.

    He is diligent with keeping up with my goals and my current situation. He has always been prompt to act in my best interest and continues to manage my portfolio with his strict adherence to sound investment principles. I have never hesitated referencing others to Dwight for financial advice.

    Mike Ash
    Disclaimer: Securities offered through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services offered through International Assets Investment Management, LLC (“IAIM”) –SEC RIA. Rich Wealth Management, LLC is unaffiliated with IAA and IAIM. Dwight is not an attorney or CPA. As such, he does not prepare legal documents or taxes. FINRA/SIPC