The Pillars of Route 20
Route 20 stands as a beacon in the wealth management landscape, pioneering a philosophy aptly named “Thinking Outside the Box.” This philosophy isn’t just a slogan; it’s the core of how Route 20 redefines the norms of financial advisory and wealth management. Combining cutting-edge strategies, deep personal engagement, and an unyielding commitment to education, Route 20 is more than a wealth management firm—it’s a harbinger of change in an industry ripe for innovation.
Peter Weitz’s Leadership: Peter Weitz’s transition from real estate to finance is not just a career change, but a journey that underpins the innovative spirit of Route 20. His leadership, particularly in the realm of 401(k) and retirement planning, has been pivotal in shaping Route 20’s strategic direction. Weitz’s expertise and insights provide a strong foundation for the firm’s specialized retirement planning services.
Redefining Wealth Management
Route 20’s Unique Approach
Innovative Wealth Management
Advanced Technological Integration
Non-Herding Investment Philosophy
Client-Centric Services
Personalized Client Relationships:
Route 20’s philosophy of building profound and personalized relationships with clients ensures a deep understanding of individual goals and values. This approach forms the foundation of every financial strategy devised at Route 20.
Comprehensive Financial Education:
The firm believes in empowering its clients through education. Breaking down financial complexities and providing in-depth insights enable clients to make informed decisions.
Retirement Stoplight Strategy:
The ‘Retirement Stoplight’ strategy exemplifies Route 20’s innovative approach to investment guidance, offering clients a simple yet effective tool to navigate their financial journey.
Specialized Divisions
Inter-Generational Wealth Management
Bespoke Sports Division
Sustainable and Ethical Investing
Route 20’s Mission and Vision
A Paradigm Shift
Route 20 is not just a wealth management firm; it’s a paradigm shift in how financial advisory is perceived and delivered. It’s a place where the expertise of figures like Peter Weitz, Matthew Ankrum, and Eric Warlick converge to create a unique and progressive approach to wealth management. For those seeking a personalized, forward-thinking experience in managing their wealth, Route 20 presents an unparalleled opportunity.
