Why Us?
Partner with a team of 401(k) professionals who will
do the heavy lifting for you.
Straight-Forward Analysis
A strong 401(k) plan is a powerful tool for retaining talent, but managing it requires significant time and technical insight.
By working with an advisor who is well-versed in plan design and administration, you protect your business from unnecessary risk and administrative burden.
We compare your current plan against a PEP solution to determine if the move makes financial and operational sense for you. From vendor selection to payroll integration, we provide guidance on all the options available to you.
Specialized
Guidance
Dedicated
Support
Detailed
Analysis
A Step Beyond Professional Excellence
Why You Should Be Working with a CEFEX Firm Like Us
Romero Wealth Management is CEFEX certified. CEFEX, or the Centre for Fiduciary Excellence, is an independent organization that provides certification to firms in the investment management industry.
Holding the CEFEX certification demonstrates that our firm has successfully undergone a rigorous assessment, is committed to continuous improvement, and undergoes additional oversight and audits, providing you with enhanced service and security.
We are held accountable to adhering to global best practices for fiduciary duties, such as managing investments responsibly, putting client interests first, and demonstrating professional conduct and diligence.
We make the complex simple.
From comparing costs to enrolling employees, we
manage the entire transition so you don’t have to.
Schedule a
complimentary
15-minute plan analysis
