Dwight Rich, RSSA®, CFP®
Rich Wealth Management, LLC
9850 Von Allmen Ct Ste 201
Louisville, KY 40241, US
Professional Details
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 63and 66 securities registrations and as such is a ficusiary asset manager. He holds a BSBA in Finance from the University of Louisville.
Areas of Expertise
- CFP
Credentials
- Certified Financial Planner (CFP)
Real Stories from Real People
Most People Leave Money on the Table
96% Don't Optimize
Very few people get all the Social Security they’re entitled to.
$111,000 Average Lost
The average household is losing $111,000 in potential income.
1 Chance To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
Dwight was very through with the information to make it easy for me to understand this confusing time of my life. Thank you Dwight
Dwight was so knowledgeable and I can’t thank him enough for explaining all of the Social Security information so that my husband I can make the best informed decision for our future. I had no idea how many things I had to consider when making a decision about when is the right time to start receiving Social Security. He was also so helpful in talking about our finances and what other kinds of things we can be doing to prepare for retirement. He really cares and takes the time to make sure you understand everything and is happy to do it! I recommend everyone to take the time to seek him out for his expertise in his field of retirement planning/Social Security and investing/wealth management.
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!
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.
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.
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Rich Wealth Management and Sound Income Strategies, LLC are not associated entities.The information used for the summary is believed to be from reliable sources but are not guaranteed accurate. Fees, surrender charges, transaction costs and/or commissions which may exist are not figured in the values provided. Annuities are offered by insurance companies and any guarantees provided by the associated contracts are based on the claims paying ability of the insurance company. Please rely on your account statements you receive directly from the investment companies, brokerage firms and insurance companies.