Rmg Wealth Management Group
AT RMG, OUR GOAL IS TO help you make the most of the incredible life you’ve built. We build deep, meaningful relationships with our clients so we can understand what matters to you and what you truly want out of life. From there, we review every aspect of your financial plan so we can implement strategies that help you protect your success, maximize opportunities, and achieve your goals. We walk with you through the entire process, providing education and guidance so you can make wise, intentional decisions that best suit you. Together, we create a thorough, detailed plan to help you optimize your wealth, let go of financial worry, and enjoy your life to the fullest. OUR CLIENTS ARE THE CENTER of everything we do, and we’re honored to serve hardworking people who care deeply about their families and communities. With both current and former professional athletes on our team, we especially enjoy helping new and seasoned athletes navigate their unique financial opportunities. We work with people in all different professions and seasons of life, but each one of them is looking for a long-term partner who can guide them through the comprehensive planning process. WE AIM TO PROVIDE COMPREHENSIVE SUPPORT for your financial world. Some of the specific services we offer include: • Comprehensive Wealth Management Planning • Investment Portfolio Management • Risk Management • Tax efficient Planning • Advisor Coordination (attorneys, accountants etc.) • Retirement Distribution Planning • Legacy Planning • Multigenerational Planning • Concierge Level Planning and Services for Professional Athletes Want to know more about how we can help? We’d love to talk with you. Visit our website at RMGWealth.nm.com to learn more OR call 413-748-8702 to schedule a consultation.
7-day free trial · no credit card
Verified contacts
13
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 13 verified contacts at Rmg Wealth Management Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- BA
Barry Almeida
Director of Business Development · Sales & Business Development
EmailPhone - EM
Emina Mustabasic
Director of Investment Operations · Operations
EmailPhone - GL
Garrick Legault
Partner and Associate Wealth Management Advisor · Finance & Accounting
EmailPhone - SC
Sarah Carver
Director of Marketing & Client Relationships · Other
EmailPhone - VD
Valerie Ducey
Lead Planning Analyst · Operations
EmailPhone - AW
Alex Weir
Worcester Red Sox · Other
EmailPhone - FC
Frank Crinella
Partner and Associate Wealth Management Advisor · Finance & Accounting
EmailPhone - SM
Sharon M. Marshall
Partner and Associate Wealth Management Advisor · Finance & Accounting
EmailPhone - PF
Patia Fox
Marketing and Client Relations Lead · Other
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Rmg Wealth Management Group
10 distinct titles indexed · top 10 shown.
- 3partner and associate wealth management advisor
- 2lead planning analyst
- 1director of business development
- 1director of investment operations
- 1director of marketing & client relationships
- 1financial representative
- 1insurance and planning associate
- 1investment operations associate
- 1marketing and client relations lead
- 1worcester red sox
Sign up to unlock all 13 contacts at Rmg Wealth Management Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 13 verified contacts at Rmg Wealth Management Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.