RWH Asset Management

Specialties

RWH Asset Management is split into two business:

Registered Investment Advisor that helps you meet your retirement obligations. We rollover your 401K retirement accounts and other long term investments. Please come and talk over your free consultation.

Haggarty Insurance offers hundreds of insurance companies that can meet your needs at the best possible price. Our agency offers Home, Auto (same day SR-​22), Life and Commercial Insurance. Stop in for a free quote and start saving today.

History

Established in 1998.

In 1998, I started my firm as RW Haggarty and Associates which was an deep discount broker (through First Allied Securities). In 2000, we started to accept Advisory Accounts, but we wanted to be able to offer Insurance products as well. In 2009, Haggarty Insurance was formed to be able to offer Auto, Home, Life and Commercial Insurance. Being an Independent Insurance Agency we offer many different companies to fit the needs of our clients.

2013 was a big year, as we filed in Wisconsin as our own Registered Investment Advisor: RWH Asset Management. We specialize in clients that need income or moderate growth, but where preservation of principal is still important. We offer management of 401K rollovers, other retirement funds, annuities, as well as estate payouts.

So we are a 1 stop shop. Investments: 401K rollover, Retirement Funds, Auto Insurance, Home Insurance, Life Insurance and Commercial Insurance all under one roof. Stop in today and see if we can save you time and money

Meet the Business Owner

Robert H.

Business Owner

Bob Haggarty opened RW Haggarty & Associates in 1998 which had discount investing and then added Investment Advisory services in 2000. In 2009, Haggarty Insurance was added offering Auto, Home, Life, and Commercial Insurance. In 2013, RWH Asset Management was filed in the State of Wisconsin as a Registered Investment Advisor.

In addition to investments and insurance, Robert Haggarty is an adjunct instructor of economics for Gateway and Carthage College. Robert also acts as an independent arbitrator and mediator trained in Evaluative and Facilitative methods. Robert Haggarty has also had the honor as being accepted as an expert witness, in securities litigation, by arbitration panels, mediations, state and federal court.