Mission and Vision

Mission and Vision

Our mission is simple. To be your most trusted financial professional for knowledge, insights, integrity, and personalized service.

To guide our clients in making informed decisions through education, communication and service that exceeds their expectations.

While most financial service firms attempt to be everything to everyone, R.L.K Wealth Management specifically customizes investment and estate plans for our clients, many of whom have been with us for generations. We believe our clients can better organize their financial affairs when they know about the solutions available beyond what they are told by their stockbrokers, insurance agents and financial planners.

As a fiduciary we believe it is imperative to first educate investors about their alternatives. Then assist them in implementing the proper solutions. In fact, we hold seminars monthly in the Central Florida area, usually in Volusia County.