Each client comes to Retirement Wealth with a unique set of wants, needs, and concerns. Our personal and educated team aims to help each client define, refine, and achieve their financial goals.
We want our clients to feel comfortable about their financial decisions and our advice. Retirement Wealth cares about our clients, their families, and the responsibilities that they have entrusted with us.
Retirement Wealth operates under a fiduciary responsibility and duty to all of our clients which means all of our recommendations are made with the client’s best interest in mind.
We’re always looking for new ways to add value to our clients’ experience, so we dedicate our time to staying educated and informed.
Recognized as a Premier Investment Advisor in Cape Coral, Florida, Eric Kearney with Retirement Wealth Advisors has been helping clients reach and maintain their financial goals for more than 16 years. As a trusted advisor, Eric takes a comprehensive approach with his clients and assists them in achieving their financial goals. He thoroughly educates his clients about the advantages and disadvantages of the financial decisions they make. He also helps to create and execute a sophisticated portfolio, as well as a tax and estate plan that guides them throughout retirement.
Eric continues to educate himself to stay at the forefront of planning and investments for his clients. Eric’s professional licenses include a Series 65, Series 7 Securities License and a Life and Health Insurance License.
Eric co-authored a book with Steve Forbes titled “Successonamics,” an article for Fortune magazine and was interviewed for The Suit magazine. Eric is also a regular on The Morning Blend on Fox 4. He continues to write and educate people on his blog at www.erickearneyblog.com and currently teaches a wealth management course titled “Rejuvenate Your Retirement” at both Florida SouthWestern State College and Florida Gulf Coast University to successful pre- and post-retirees.
Growing up in the financial services business with his mother, Eric continues to pioneer sophisticated strategies that help protect his clients from volatile and risky financial investments while helping them grow their investment income.
Finally, Eric believes it’s incredibly important to give back to the community. He and the Team at Retirement Wealth are active in a number of community organizations.
Please contact our office today to make an appointment with Eric in one of our three conveniently located Florida offices in Bonita Springs, Cape Coral or Punta Gorda.
Autumn enjoys assisting Retirement Wealth clients with their financial needs. She has 12 years of marketing and advertising experience. Her first priority is to make sure our clients’ needs and wants are cared for. Autumn is in the process of becoming an Investment Advisor Representative and licensed insurance specialist. She resides in Cape Coral, FL with her husband, two daughters, and Great Dane. She loves giving to local animal shelters and has built multiple homes for Habitat for Humanity in her community.
Amy has more than 16 years of experience as an independent investment advisor. From day one as a fiduciary, Amy has put her clients’ needs first, long before it was mandated. She works with individuals and corporations seeking long-term retirement planning. Her non-corporate clients include successful individuals, those nearing retirement or enjoying retirement, and small business owners.
Amy is actively involved in all aspects of her clients’ long-term retirement planning needs, from creating customized plans to estate planning to portfolio development and analysis. Once a customized strategy is in place, she monitors performance to ensure her clients’ financial goals are achieved.
Her corporate clients include both small and large businesses seeking qualified retirement plans. Amy specializes in unbundled 401(k) plans with innovative investment options, including rules-based portfolios and exchange traded funds (ETFs). She is proud to create and manage 401(k) plans tailored to her clients’ needs.
Amy is especially fond of helping women craft the retirement they deserve, particularly those who are transitioning into a new phase of life after divorce or the loss of a spouse.
Amy lives in Raleigh, North Carolina and splits her time between Retirement Wealth Advisors’ Raleigh and Cape Coral offices.
We believe it’s incredibly important to give back to you and our community. Avid dog lovers, Eric and Autumn collect and donate 3,000 pounds of dog and cat food annually for the local humane society. Autumn has also helped build multiple homes for Habitat for Humanity in her community. Amy is an avid supporter of the Boys & Girls Clubs of Raleigh.