Your first call for the decisions that matter most.
You deserve a trusted partner who knows you, understands what you’ve built, and is committed to helping you pursue your wealth-preservation and growth objectives. Our Private Wealth Management team pairs advanced planning strategies with personalized investment solutions, guided by one standard: a commitment to act in our clients’ best interests.
Our Philosophy
Wealth advice, practiced as a relationship.
We believe that managing significant wealth requires more than just investment advice; it requires a synchronized strategy that accounts for every facet of your financial life.
From your most complex financial decisions to the milestones worth celebrating, we are honored to walk alongside you on the journey. Our clients typically meet with their advisor at least annually, with additional frequency entirely at their discretion. And through major life events, market dislocations, and evolving tax situations, we aim to always be our client’s first call.
Our Services
Five disciplines. One plan.
Comprehensive solutions for every stage of your financial life, coordinated under one roof so that no decision is made in isolation.
Financial Planning
A written plan that connects today’s decisions to tomorrow’s milestones, and evolves as your life does.
Family Office Services
Coordinated oversight for families whose financial lives span entities, generations, and multiple advisors.
Investment Management
Macro-driven strategy and disciplined portfolio construction, built on rigorous due diligence and market analysis.
Corporate Cash Management
Thoughtful stewardship of business liquidity, managed in concert with your personal balance sheet.
Trust, Estate, & Legacy Planning
Specialized planning techniques tailored to your personal objectives and multi-generational goals.
One standard guides our work: a commitment to act in our clients’ best interests.
RBG Capital, Serving Families Since 1986
Our Approach
Our holistic wealth management process.
A disciplined, step-by-step approach ensures your portfolio is consistently aligned with your goals and objectives, from the first discovery meeting through every year that follows.
Discovery & Personalization
Every journey begins with a deep dive into what matters most to you. We take the time to learn about your family, your business, and the specific financial complexities you face. This Discovery Process allows us to customize our entire relationship to your specific preferences and requirements.
Tax, Trust, and Estate Integration
Wealth preservation is as critical as wealth creation. By reviewing your balance sheet and existing estate plan, we work alongside your tax and legal advisors to formulate a Tax, Trust, and Estate Strategy. We apply specialized planning techniques tailored to your personal objectives and multi-generational goals.
Strategic Asset Allocation
We develop a Customized Strategic Asset Allocation that serves as the foundation of your long-term investment policy. This mix reflects your specific risk tolerance relative to responding to changing market conditions with consideration for tax implications.
Tactical Execution & Implementation
With a strategy in place, we move toward the Implementation of a Customized Wealth Strategy. Using rigorous due diligence and market analysis, we leverage our expansive investment platform to find the most efficient balance of risk and return. Furthermore, we provide Integration of Tactical Asset Allocation, making adjustments that seek to respond to changing market conditions while being mindful of taxes and trading costs (there is no assurance these adjustments will be beneficial).
Ongoing Assessment & Evolution
Financial planning is not a static event. We provide Ongoing Assessment of your family’s portfolio and wealth management needs. Through comprehensive reporting and constant coordination with your team of advisors, we ensure your strategy evolves alongside changing market conditions and your family’s evolving goals and objectives.
How We Work
A partner, not a product.
Our comprehensive approach is most valuable for clients with complex financial situations: multiple accounts, business interests, or multi-generational planning needs.
Aligned by Design
We operate primarily on a fee-only basis, charging a percentage of assets under management. When your portfolio grows, we do better when you do better: an arrangement that aligns our interests with yours and supports objective advice.
The Quarterback of Your Advisory Team
We provide estate planning strategy and coordinate with your estate attorney and CPA to implement tax-efficient structures. While we do not draft legal documents ourselves, we serve as the quarterback of your advisory team across wealth, tax, and estate dimensions.
Built for Business Owners
Our PWM team works hand in hand with our Business Succession practice. Whether you are pre-exit or post-sale, we help you plan for diversification, liquidity events, and the wealth management that follows, in one coordinated effort across your financial and estate planning objectives.
Explore Business SuccessionPrivate Wealth Management FAQ
Our comprehensive approach is most valuable for clients with complex financial situations involving multiple accounts, business interests, or multi-generational planning needs.
We operate primarily on a fee-only basis, charging a percentage of assets under management. In other words, when your portfolio grows, we do better when you do better. This aligns our interests directly with yours. We seek to keep our advice objective and to act in your best interest; where conflicts of interest exist, we disclose them.
We provide estate planning strategy and coordinate with your estate attorney and CPA to implement tax-efficient structures. While we do not draft legal documents ourselves, we serve as the quarterback of your advisory team across wealth, tax, and estate dimensions.
Our clients typically meet with their advisor at least annually with additional frequency entirely at their discretion. Major life events, market dislocations, tax situations, etc. are ever evolving scenarios; we aim to always be our client’s first call.
Absolutely, this is one of our core specialties. Our firm’s PWM team works collaboratively with our Business Succession team. Common scenarios involve working with business owners across many different scenarios. Often times they are pre-exit, we help them plan for diversification, liquidity events, and post-sale wealth management in a coordinated focus to optimize financial and estate planning objectives. We are always open to an introductory conversation to explore fitment and potential value-add. We firmly believe in only accepting engagements where we are confident we can add value.
Investing involves risk, including possible loss of principal. No strategy assures a profit or protects against loss, and diversification does not guarantee a profit.
Let’s discuss what’s ahead for markets and for you.
Our advisors begin every relationship with a thorough assessment of your financial landscape and the economic conditions that will shape it.