Deeply Human (Relationships) Collaborative Expertise

Welcome to Resnick Wealth Alliance  – Where your VALUES and PURPOSE are at the core of the wealth advisory relationship.

Your wealth extends far beyond the sum of your financial assets.  This is why we are committed to helping our clients navigate the intricacies and complexities that accompany the different stages of life, ultimately leading to a more meaningful and purpose-driven journey.

For over two decades, we have curated a deep network of seasoned industry professionals and subject matter experts – and together we collaborate in advising on your unique individual, family, and business financial objectives.

As fiduciaries, we are committed to serving your best interests above all else, ensuring that every decision we make is guided by your unique needs and aspirations.



Monte resnick

Founder, CEO
Monte Resnick is the Founder and Chief Executive Officer of Resnick Wealth Alliance. His vision for establishing RWA was to elevate the private client experience by prioritizing individualized attention and extending services and access typically reserved at the highest level of wealth. Today, RWA clients benefit from a deep network of subject matter experts and industry relationships curated over Monte’s 23-year career in wealth and investment management.

Michelle Rey Lutein

Client Service Director
Michelle is a seasoned professional in the financial industry, boasting 25 years of dedicated expertise in client service. Her unwavering commitment lies in enhancing the client experience by streamlining day-to-day financial tasks for clients and their advisors. In addition to serving as a primary point of contact for client communication, Michelle also oversees RWA’s sophisticated reporting platform.


some of our
strategic alliance partners