Our Firm

RTR Wealth is anchored by Pete Heckman and Chris Weber, who have spent the past two decades working exclusively with physicians and dentists. Over the years, they’ve seen firsthand that while training is demanding, the pace rarely slows as careers advance. Recognizing how limited time is at every stage, they built RTR to deliver coordinated financial planning that helps medical professionals make informed decisions under even the busiest circumstances.

RTR was designed to bring together a coordinated team of highly credentialed specialists within a single framework, helping to eliminate blind spots and reduce the need for clients to manage multiple advisors on their own.

Our team includes highly credentialed professionals across investment management, retirement planning, and tax strategy, allowing us to address every aspect of a client’s financial life with precision. We work with physicians and dentists nationwide, providing clear, practical financial planning from training through retirement, all within a streamlined, highly coordinated experience.