About Us
If you’re tired of keeping your wealth in a volatile market, watching inflation erode your purchasing power, and you want to maximize earnings while minimizing taxes, then we’d love to help you uncover your solutions and put them into action for your financial benefit.
Our Story
About What We Do & How We Got Here
Hello, I’m Ryan, and I’ve been on a journey alongside highly accomplished individuals, families, executives,and savvy entrepreneurs for the past two decades. Throughout these years, my primary objective has been clear: to empower them with the optimal accumulation of wealth, safely and strategically, while securing higher, predictable, tax-free rates of return. I’m passionate about ensuring that my clients retain full access to their funds and fortify their financial landscapes.
Together, we’ll embark on a unique exploration of how you can reposition some of your non-performing or underperforming assets without increasing your financial commitment by a single dime. Let’s paint a vivid picture of what your financial landscape could look like in 5, 10, 15, 20, or 30 years down the road. Imagine how much better off you could be simply by moving a portion of your portfolio from “there” to “here“.
At RWI Wealth Strategies, we’re not just asset strategists; we’re partners in your wealth journey. Whether you’re an accomplished individual, or a savvy entrepreneur with working capital, we understand that wealth isn’t just about numbers. It’s about your dreams, your legacy, and the generations that follow. We’re committed to helping you achieve your financial goals, providing you with peace of mind, and securing a brighter future for you and your loved ones.
Our Company Mission & Client Vision
Our primary objective is to provide you with the optimal accumulation of wealth safely, while earning higher, predictable, tax-free rates of return, all while retaining full access to your funds and fortifying your financial landscape.
Mission
At RWI Wealth Strategies, our mission is to empower our clients to conquer the three most significant financial challenges affecting your working capital and retirement: Taxes, Inflation, and Market Volatility. Together, we will unveil the opportunities and strengths hidden within these three perils to secure your finiancial future.
Client Vision
Our vision for our clients is a future free from the burdens of market volatility, eroding inflation, and excessive taxes. We envision individuals and entrepreneurs regaining control of their wealth, maximizing earnings, and achieving financial security. By allowing us to utilize the 6 Areas Of Wealth Management, we offer a path to financial comfort and security, ensuring that the approaching years are the most prosperous and worry-free you’ve ever experienced.
Values
Our values form the foundation of our practice. Integrity drives every interaction as we uphold the highest ethical standards in our client relationships. Transparency is our guiding principle, ensuring that our clients are informed and empowered to make sound financial decisions. Innovation fuels our solutions as we stay ahead of industry trends and provide cutting-edge strategies. Client-centricity is paramount as we tailor our approach to each client’s unique needs and goals. Above all, our unwavering commitment to our clients’ financial well-being guides our actions, fostering trust, security, and lasting partnerships.
About Me
Hello, I’m Ryan White, and I’m the driving force behind RWI Wealth Strategies. With nearly 20 years of experience in the financial industry, and as a Registered Investment Advisor & Fiduciary, I’ve dedicated my career to helping clients and businesses enhance their financial landscapes. As the owner and Senior Advisor, my focus is on empowering clients to achieve their financial goals through a balanced approach.
Over the years, I’ve had the privilege of managing teams of up to 15 advisors, and I hold multiple securities licenses. I’m also a Licensed Life & Long-Term Care advisor, adding a comprehensive dimension to my financial expertise.
Beyond my professional life, I’m a devoted family man. My wife, Sarah, and I have celebrated 18 years of marriage, and we’re proud parents of two wonderful children, Presley and Austin, as well as our awesome and hilarious dog, Miller! They keep us busy with their academic and athletic pursuits, and I find great joy in supporting their endeavors.
Our faith is the MOST important part of our lives, and we’ve been active members of Northview Christian Life Church in Carmel, Indiana, for over two decades. For 8 of those years, I’ve had the privilege of serving as one of the church’s personal finance facilitators.
When I’m not immersed in the world of finance, you’ll often find me enjoying weight training, working in the yard, or spending time with family on the golf course. But my greatest enjoyment comes from watching my kids excel on the golf course and basketball court.
In both my professional and personal life, I’m deeply committed to excellence, whether it’s helping clients secure their financial future or cherishing precious moments with my family. I look forward to the opportunity to work with you and help you achieve your financial aspirations.
