Independent. Experienced. Accountable.
Founded in 1986, RBG Capital has built a reputation for straightforward advice, deep expertise, and long-term client relationships that often span multiple generations.
1986
Founded in Scottsdale, Arizona, and independent from the very first day
Three
Integrated disciplines: private wealth management, business succession, and ESOP advisory
One
Trusted advisor at the moments where those disciplines intersect: no hand-offs, no referrals out
Zero
Product quotas or institutional mandates shaping the advice you receive
Our Mission
The standard we hold ourselves to.
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 and act with intentionality. We always do the right thing and foster a culture where our team thrives both professionally and personally.
RBG Capital, Scottsdale, Arizona
Our Journey
A firm built on trust, not transactions.
Four decades in the same community, serving many of the same families, a history written in relationships rather than headlines.
Founded in Scottsdale
RBG Capital was founded with a straightforward premise: that high-net-worth individuals and business owners deserve advisors who are wholly accountable to them, not to a parent company, a product shelf, or a quota.
Multi-generational relationships take root
Our philosophy attracted clients who value depth over breadth, consistency over growth-at-any-cost, and an advisor who will tell them what they need to hear rather than what they want to hear.
Expanding into business succession
Recognizing that our clients’ wealth was often tied to their businesses, we built dedicated M&A and business succession capabilities to serve owners through the most important transaction of their lives.
Three integrated disciplines
Our practice spans private wealth management, business succession, and ESOP advisory. These three disciplines frequently intersect in the lives of our clients. We serve as a single trusted advisor rather than referring clients elsewhere at critical moments.
The people behind the firm
Advisors who answer to you, and to one another.
We exist to translate life’s work into legacy.
Lifestyle and legacy are personal; the people who care for it should be held to the highest standard. By committing to our own growth every single day, we improve ourselves and the circumstances of those who surround us. We do this work because doing the right thing is not just good business; it’s the only way we know how to operate.
Our Why: RBG Capital, Est. 1986
What sets us apart
Three words we’re prepared to stand behind.
Every firm claims them. Ours are structural: built into how the firm is owned, staffed, and run.
Independent
We are not affiliated with any broker-dealer, bank, or insurance company. Your advisor has complete independence to recommend what is right for you, free from product quotas or institutional mandates.
Experienced
Our team pairs veteran advisors with decades of market perspective alongside rising professionals who bring fresh analytical rigor, ensuring both continuity for long-term clients and energy for what comes next.
Comprehensive
We assess your full financial landscape (investments, business interests, estate structure, tax position, and insurance) as an integrated whole, identifying gaps and solutions that siloed advisors miss.
Our core practice areas
One firm. Three disciplines. A single point of accountability.
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.