As the Managing Director at ROADMAP WEALTH MANAGEMENT, LLC, Steve Warta brings a wealth of expertise and a client-centric approach to financial planning. With a focus on individuals over the age of 50, Steve specializes in crafting comprehensive financial roadmaps that empower clients to navigate...
As the Managing Director at ROADMAP WEALTH MANAGEMENT, LLC, Steve Warta brings a wealth of expertise and a client-centric approach to financial planning. With a focus on individuals over the age of 50, Steve specializes in crafting comprehensive financial roadmaps that empower clients to navigate the complexities of retirement planning, estate planning, and investment management. His extensive training as a Certified Financial Planner (CFP) equips him with the skills necessary to address the unique challenges faced by high net worth individuals, ensuring that their financial futures are secure and aligned with their personal goals.
At ROADMAP WEALTH MANAGEMENT, Steve leads key projects that involve developing tailored investment strategies and retirement plans that reflect each client's aspirations and risk tolerance. His commitment to a fee-only advisory model ensures transparency and aligns his interests with those of his clients, fostering trust and long-term relationships. Steve's expertise in strategic financial planning allows him to guide clients through critical decisions regarding 401(k) management, portfolio diversification, and wealth accumulation strategies.
In addition to his technical skills, Steve is dedicated to educating his clients about the intricacies of financial planning, empowering them to make informed decisions. His holistic approach not only focuses on financial metrics but also considers the emotional and lifestyle aspects of retirement, ensuring a smooth transition into this new phase of life. Through his leadership at ROADMAP WEALTH MANAGEMENT, LLC, Steve Warta is committed to helping clients achieve their desired financial outcomes, paving the way for a fulfilling and secure retirement.
