Our Mission

As our client, you can still feel his impact even today.

Stuart’s 26-year-leadership as President of RMR Wealth is viewed as a major factor in our firm’s success. Stuart was an exceptional leader, mentor, and friend to the members of our team and the patriarch of the RMR family. He was respected for his exceptional talent and skill, as well as for his kind and compassionate demeanor. Stuart maintained long-term relationships with his clients to help them achieve their objectives. During his illustrious career, he worked with fiduciaries of endowments, not-for-profit organizations, and private trusts to establish clear and concise goals for investment and spending policies. Once goals were established, he constructed an investment Policy Statement together with the Fiduciary to optimize the investment mix and enable the organization to achieve its goals. Stuart’s diligent ongoing monitoring of the Investment Policy Statement and evaluation of Money Managers was crucial to the success of his efficient Money Management process. Stuart was a member of the Financial Planning Association (FPA), a charter member of the National Association of Renaissance Advisors as well as a Renaissance Inc. Advisor. He held a master’s degree from New York University and a bachelor’s degree from Clark University.