COLLABORATIVE EXPERTISE.
HOLISTIC GUIDANCE.
DEEPLY HUMAN.

We provide Guidance, Access, and Education that empower clients to purse the goals that give their lives purpose and meaning.

get to know rwa

Welcome to a new era of wealth management that combines a Deeply Human approach, with collaborative expertise, and holistic guidance to empower you in confidently navigating every stage of life – including the unexpected challenges along the way.



We Begin with Where You Are Today
– Serving as Stewards Along Your Unique Journey

Our Core Services

Wealth Management

  • Customized for Each Client
  • Holistic & Goals Based Financial Planning
  • Risk Management
  • Estate Planning
  • Asset Protection Strategies
  • Frequent Advisor Communication
  • Transparent Reporting

Life Navigation & Longevity Planning

  • Guidance Beyond Liquid Assets
  • Life In Transition Guidance & Resources
  • Planning for Life At Each Stage & Age

Business & Strategic Advisory

  • Guidance / Resources for Privately Held Businesses
  • Succession Planning
  • Single / Concentrated Equity Positions
  • Risk Management / Asset Protection

mission statement

A MESSAGE FROM OUR FOUNDER

“Experience the distinction of feeling like our only client. Every day we strive to ensure your relationship receives the care and attention as if you were our sole focus. This is the benchmark to which we measure ourselves, and what drives us each day.”

– – –

MONTE RESNICK - Founder, CEO

News & Insights

Resnick Wealth Alliance, an independent Registered Investment Advisor (RIA) and fiduciary, proudly announces the opening of its new office in Palm Beach
An overview of the allure and potential risks associated with holding excessive cash as an investment.
Oaktree’s Howard Marks – on the flaws and pitfalls of relying on economic models for making predictions about the future.