Giving back to the communities that sustain us.
RBG Capital has deep roots in Scottsdale and the greater Phoenix area. We believe a successful advisory firm has an obligation to invest in the communities where our clients and team members live and work.
Our commitment
More than a business in the community. A member of it.
Our advisors serve on boards of local nonprofits, contribute to civic causes, and actively support the organizations that make Arizona a great place to build a life and a business.
We believe that showing up, not just writing a check, is what meaningful community engagement looks like. Since 1986, the same neighborhoods that shaped our firm have been the ones we serve, and that proximity carries a responsibility we take seriously.
We are also proud to work with clients who are philanthropically minded, helping them structure charitable giving strategies that align with their financial plan and reflect their values.
How we show up
Four ways we invest close to home.
Community engagement at RBG Capital is not a program; it is a habit, practiced by our advisors in the places where our clients and team members live and work.
Board Service
Our advisors serve on boards across education, healthcare, and the arts in the greater Phoenix area.
Charitable Giving
We support a range of local and national nonprofits aligned with causes important to our team and clients.
Financial Education
We provide pro-bono financial education to nonprofit organizations and underserved communities.
Local Business Support
We actively refer and partner with local professional service providers across law, accounting, and insurance.
Showing up, not just writing a check, is what meaningful community engagement looks like.
RBG Capital · Rooted in Arizona Since 1986
Giving, by design
Philanthropy that fits your financial plan.
Many of our clients share our conviction that wealth carries a measure of responsibility. For those who are philanthropically minded, we help structure charitable giving strategies that align with their broader financial plan and reflect the values they want their wealth to express.
Giving works best when it is planned with the same care as every other part of a financial life: coordinated with your goals rather than bolted on after the fact.
Interested in partnering with us?
Whether you are a nonprofit leader, a civic organization, or a business looking to connect, we are always open to conversations about how we can work together.