RCN WEALTH ADVISORS
A SIMPLER WAY
Our Mission
Our mission is to make your life simpler.
We all want to be smart with our money and that means maximizing our financial resources so we can live a simpler, better life. The financial industry has done a fantastic job of complicating things, leaving you feeling good at first but often frustrated and regretful in the long run. Your financial plan and investments should be simpler than that – a lot simpler – and shouldn’t feel like an empty promise.
Our Story
RCN Wealth Advisors is a fee-based Registered Investment Advisor with the goal of helping our clients live a better lifestyle through smarter, more efficient portfolio management.
“Before starting RCN Wealth Advisors, I was licensed as a financial advisor, broker and insurance agent. That covers a lot of stuff… I shortly realized that most people don’t understand the difference between a financial advisor and a broker, and unfortunately that’s just the way the financial industry wants it. The more complicated they can make things, the more stuff they can sell and the more money they can make off of investors without them realizing it. That really bugged me! So I started RCN Wealth Advisors to work with clients in what I believe to be a better, simpler way – the right way.”
-Nick Lumpp, President
Our Process
Discovery & Design
We get to know you, your goals and the lifestyle you want to live with a focused plan.
Implement
We execute the plan on your behalf acting as a fiduciary while you sit back and relax.
Inform
We do all of the work while keeping you informed every step of the way.