Broker Check

Wealth Management

BESPOKE INVESTMENT SOLUTIONS

Our unique capabilities are catered to your specific objectives

Your family and/or business dynamics are unique. We think outside the box, tailoring our process and capabilities to meet your goals and objectives.


Our Unique Process

Our Unique Process

Have You Bridged the Gap Between Personal and Corporate Finances?

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Wealth Management services

Wealth Management services

Tailored Solutions for Your Unique Needs

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Family Office services

Family Office services

Protect Your Most Valuable Asset: Time

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Case Studies & White Papers

Case Studies & White Papers

The following contents are a collective of RBG Capital White Papers, brochures as well as third party and industry resources. 

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C. Tyler Walling

VP of Wealth Management

Tyler joined RBG Capital, LLC (R. B. Gold & Associates) in the spring of 2016 after spending nearly three years at Morgan Stanley's Private Bank and Wealth Management Divisions. Tyler is well versed in liability management and enjoys...
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Christopher Gee, CFA

Partner | Chief Investment Officer

Christopher Gee, a CFA Charterholder and CIO of RBG Capital, leads the firm’s development and communication of investment...

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Michael Walling

Partner | Managing Director of Corporation Finance

Michael joined RBG Capital LLC (R.B. Gold & Associates, Ltd.) In 1993 and is the Managing Director of Corporate Finance & Investment Banking. Over the past 25 years Michael has been involved in numerous transactions ranging in size...
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Roy Schieffer, CFP

In Memoriam 8/22/1949-12/27/2021

It is with a heavy heart that we are announcing the passing of our longtime friend, colleague, and valued member of the R. B. Gold family, Roy Schieffer.Roy was an incredible man with a caring spirit, great sense of humor, and a...
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Steven Lichtblau, ChFC

Partner | Director of Wealth Management

Steve began working in the financial planning industry in 1985. His clients include business owners and professionals with a variety of financial planning issues. Steve is involved in his community in a number of capacities, ranging...
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Tim Sperling

Director of Corporate Finance & Business Development

Tim works in the firm’s Investment Banking Division as VP of Business Development, Corporate Finance with an emphasis on the firm’s Employee Stock Option Plan (ESOP) business. He holds both a Business Degree and Law Degree...

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Victoria Arguello Solorzano

Associate

602-230-0444

Victoria joined RBG Capital in the summer of 2023 as an analyst intern. Originally from
San Jose, Costa Rica, Victoria graduated with a bachelor’s degree in finance at the W.P. Carey School of Business in May of 2024....

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@rbgcap.com |  (602) 230 - 0444