Welcome to Norman Wealth Advisory!

We can help you Build, Protect, and Transfer your Wealth

We Can Help you Build, Protect, and Transfer Your Wealth

Build

Relative to the "standard" business model that most advisors use, my model is very unique. I can provide Active management or Passive management techniques based on the client's investment and fee needs. My goal is to provide an unbeatable value proposition to the prospective client. Lower risk, with an greater diversified portfolio using Fiduciary scores that are executed for large 401k plans.   

Protect

I'm an Holistic advisor looking at future potential pitfalls. Most people's greatest financial risks in the future are: Health event, and Tax rates in Retirement. With a bit of planning you can protect you and your family from both of these, and save your Assets for what they were intended for: Travel, Visiting children and your Grandchildren, giving to the Charity of your choosing. Basically giving you the ability to do what you enjoy doing.

Transfer

Here at Norman Wealth we realize the importance of getting your Assets transferred to your loved ones after you're gone. We'll talk about Wills and Trusts, and the end result will be a complete Estate plan that delivers peace of mind to you and your Family. I believe this process is of great importance to your overall financial plan. One of the most integral parts of this process is getting everything retitled into the name of your Trust. And I'll be there with you every step of the way to help you. 

About Us

Norman Wealth Advisory

Rob Norman


I started in the Industry in 1994. I have obtained Series 7, 24, 63, 65 and All Insurance licenses. I'm currently working on obtaining my Accredited Investment Fiduciary or AIF designation.

FI360- Fiduciary Score

In helping you BUILD your Investments I use several factors:Regulatory oversight, Minimum Track Record, Stability of Organization, Assets in the Investment, Composition consistent with Asset class, Style Consistency, Expense Ratios/ Fees relative to peers, Risk-adjusted performance relative to peers, performance relative to peers.

Agency Services, Inc.

In my opinion, Mark Wiseman is one of the Premier Estate and Business Planning Consultants in the Country. By being a Forward looking holistic planner Mark and I will make sure you're prepared for future Financial pitfalls that could potentially derail decades of savings and investing.

Contact Us

Send Message

Free Financial Analysis

Norman Wealth Advisory

Rob Norman

rnorman@cutterco.com

Cell: 636-288-1219

15415 Clayton Rd. Ballwin, Mo. 63011

Main office: 636-537-8770

Hours

Disclosures

Check the background of this Investment professional on: FINRA's Brokercheck

Securities and Investment Advisory services offered through Cutter & Company Brokerage, Inc.

Member FINRA, and SIPC


15415 Clayton Rd.

Ballwin, Mo. 63011