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Home » Giving Back

Giving Back

We were very fortunate to have the opportunity to give back to our community this past year. Our clients and Roberts Wealth Management purchased items for Bay Area Turning Point Shelter's toy drive. With the generosity of our clients and our matched donation, we were able to fulfill Turning Point's entire wish list. 

Complimentary Report
"Mutual Funds
The Good, The Bad & The Fine Print”

  • Integrity, Trust, Dependability
    Meet the Team

    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

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    What We Do

    Our financial strategies use insurance products, such as annuities, to help you work towards your financial goals.

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    Upcoming Events

    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Roberts Wealth Management are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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