Cancel

    Open app

    Search

    Roberts Wealth Management

    5.0 (1 review)
    Closed Closed

    Services - Roberts Wealth Management

    Current year tax preparation and filing

    Estate planning

    Inheritance planning

    7 More Services

    Insurance planning

    Investment management

    Past year(s) tax preparation and filing

    Retirement planning

    Audit and conflict resolution support

    Tax planning

    Trust planning

    Roberts Wealth Management Photos

    You might also consider

    Recommended Reviews - Roberts Wealth Management

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    8 months ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Verify this business for free

    People searched for Financial Advising 185 times last month within 15 miles of this business.

    Verify this business

    SWAN Capital - Helping Retirees Sleep Well At Night in Any Economy

    SWAN Capital

    (7 reviews)

    So far so good, I continue to prayer for them and our country. I feel that they really care and do…read moretheir best in managing our finances. Many thanks to Andrew and crew. John T

    We met with Andrew McNair in the hopes of getting guidance on how to manage our high income/high…read moredebt situation and for help in planning for our future, which included college for 3 children. First of all he did NOT introduce himself or shake our hands upon meeting us. Nor did he acknowledge the couple who referred us to him. Andrew spent the majority of our meeting criticizing our desire to prioritize our kids' college education. He told us that college was a waste of money and that our kids needed jobs. Andrew came across as extremely arrogant and had a clear lack of respect for higher education, particularly doctors. He bragged constantly about how much money he has, how he began working at a young age and how successful he's been. He made assumptions about our lifestyle, careers and our parenting decisions without knowing anything about us and without having any kids of his own. The silver platter service during the meeting and the red rose he hands women as a parting gift I found to be incredibly obnoxious, but not as much of an "ick" as the autographed copy of his book that he handed us on the way out. This is the first online review I've ever submitted and I'm doing so only because the experience was SO bad and so unprofessional. Andrew McNair is likely not for you if you value education, have kids, or want to be treated with respect. Possibly the most arrogant person I've ever met.

    Roberts Wealth Management - financialadvising - Updated June 2026

    Loading...
    Loading...
    Loading...