Guiding the decisions that define your legacy.
Our mission is to be indispensable to the families we serve, earning the right to be their first call for the decisions that shape lifestyle and legacy. We strive for excellence, act with intentionality, and are guided by integrity in every decision.
1986
The year the firm was founded in Scottsdale, Arizona
$400M+
Assets under advisement
100+
Years of combined experience across our team
3
Integrated practices (private wealth, business succession, and ESOP advisory) under one roof
What we do
Holistic advisory built around the life you’ve built.
Three practices, one coordinated team, so every recommendation reflects your complete financial picture, not a single account.
Private Wealth Management
A dedicated advisor who coordinates your investments, financial plan, tax strategy, and estate goals into a single, personally benchmarked wealth strategy.
Learn moreBusiness Succession
A structured, owner-first process for business valuations, M&A transactions, and exit strategies, guiding lower middle market owners from assessment through close.
Learn moreESOP Advisory
Employee Stock Ownership Plan transactions that align business continuity with owner liquidity and employee ownership.
Learn moreFounded in 1986, RBG Capital has spent nearly four decades as a trusted partner to business owners and families across the Southwest, building relationships that span generations.
As a fully independent firm, your dedicated advisor works to act in your best interest, with advice driven by your goals rather than product quotas. Our team coordinates across private wealth management, business succession, and ESOP advisory so that every recommendation reflects your complete financial picture. For clients with complex situations, this integrated approach identifies opportunities and resolves gaps that siloed advisors routinely overlook.
Our mission is to be indispensable to the families we serve, earning the right to be their first call for the decisions that shape lifestyle and legacy.
RBG Capital: Our Mission, Lived Since 1986
Mission & values
Guiding with purpose, grounded in values.
We foster a culture where our team thrives both professionally and personally, because the people who serve you best are the ones who love what they do. Four values guide every engagement.
Explore our valuesWe Have Fun
Energy and optimism in everything we do.
We Embrace the Journey
Curiosity, gratitude, and resilience.
We Pursue Excellence
Integrity matching competence.
We Celebrate Success
Progress shared and honored.
Our approach
Our roots run deep, and so do our relationships.
Headquartered in Scottsdale and serving clients nationwide, we partner with business owners and families who expect their advisor to understand the full picture, not just the portfolio.
Meet Our Team
Our team
Advisors who have seen it all.
Steve Lichtblau, ChFC®
Partner | Managing Director of Private Wealth Management
Michael Walling
Partner | Managing Director, Corporate Finance & Investment Banking
Christopher Gee, CFA®
Partner | Chief Investment Officer
C. Tyler Walling, CEPA®
Director of Private Wealth Management
Tim Sperling, J.D.
Director of Business Development
Aaron Lee
Director of Corporate Finance
Katie Heim
Financial Analyst, Corporate Finance
Victoria Arguello Solorzano
Private Wealth Associate
Insights
Perspectives from our advisors.
Start with a conversation, not a commitment.
Our initial consultations are complimentary and confidential. We’ll listen to your full situation, share our perspective, and help you determine whether a formal engagement makes sense.