Ralicki Wealth Management & Trust Services

Ralicki Wealth Management & Trust Services, operating under Ralicki & Company, P.A., is a registered investment adviser based in Stuart, FL. Established in 2015, the firm specializes in providing investment supervisory services, financial planning, and consulting to high net-worth clients, retail clients, and pension and profit-sharing plans. RWM acts as a fiduciary, prioritizing clients' best interests and avoiding conflicts of interest. Clients have discretion over their accounts, with RWM recommending qualified custodians like Fidelity Investments and money managers such as AssetMark, Orion, or CPS Investment Advisors. Fees are directly debited from client accounts, with charges varying based on services provided. RWM does not actively manage individual securities but selects portfolio strategists aligned with client objectives. The firm discloses potential conflicts of interest related to benefits received from SMA platforms and maintains a Code of Ethics to ensure ethical conduct. Clients receive periodic account reviews and have the option to engage Ralicki & Company, P.A. for tax and accounting services. RWM does not provide compensation for client referrals and upholds transparency in its operations.