800-790-6882 info@RoyalWealth.com

About Us

Royal Wealth is a risk management firm delivering prespective and direction in an ever-changing financial landscape. By using customized strategies and solutions our firm keeps our client’s investments on track and their retirement goals in focus.

Our Story

How We Got Here

In the year 1999 on a balmy summer day in Lynchburg, VA in the shadows of the majestic overarching Blue Ridge Mountain range, three gentleman jotted down ideas about an investment strategy that had been used and making it available to the general public. 

A ‘Buy & Hold’ investment methodology has been debunked as dangerous and reckless since the late 1980’s. Having an investment strategy that could adapt as the world changes is what made this project so challenging and unique. With the internet in full swing, providing a plethora of readily available data, the goal to build an artificial intelligence that could grow and adapt as the world’s markets changed was started.

After several months, several technology firms, thousands of man hours, and millions of lines of code our ideas from that hot steamy day back in 1999 became a reality. In June of 2007 our doors were open to receiving monies from the general public.

Our artificial intelligence program has the ability to monitor and produce the trend of the market based on, but not limited to: institutional money flows, human behavior via social platforms, monetary & political policy changes, and the availability of increased data from every aspect of business.


Our Company Mission & Client Vision

“First rule of investing is to make money. Second rule to investing is to never forget the first.” – Warren Buffet


Our mission is to help each of our clients understand what they want to accomplish, how to get there, and how to protect it once it is achieved.


Royal Wealth has the goals of: providing guarantees so that in retirement there are no financial worries, produce higher investment returns than a traditional ‘Buy & Hold’ strategy, and manage and reduce taxes so you keep more of your hard earned money.


Get In Touch

We are here for you night and day. Wall Street never sleeps and neither do we.

2 + 13 =

Royal Wealth

If you have a question then we will have an answer. Find us on several social media platforms.