SCHEDULE A CALL WITH BOB
We put you first. We can help.
Secure a brighter future by partnering with a trusted expert who prioritizes your best interest. Share your vision with Bob and his team, and they will craft a customized roadmap to align with your specific goals and objectives. We believe in transparency and will guide you through various alternatives, ensuring that you nave a clear understanding of your financial plan and feel confident in every decision.
We Put Your Interests Ahead of Ours. Contact Bob Directly for a Free Consultation
Driven by Conservative Principles, Dedicated to Your Success
RUBIN WEALTH ADVISORS
Where Investing Meets Conservative Values
Secure a brighter future by partnering with a trusted expert who prioritizes your best interests.
Why RWA?
CHARLES SCHWAB
An American multinational
financial services company
$890
million
Our investment committee has a combined assets under management (AUM) of 890 million dollars.
OUR FIELD
Chartered Financial Analyst (CFA)
Accredited Investment Fiduciary (AIF)
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (CHFC)
140+ yrs
Rubin Wealth Advisors investment committee has over 140 years of combined experience.
BECOMING A CLIENT
Choosing RWA as our Trusted Partner
At Rubin Wealth Advisors, we want to make the process of becoming a client as seamless and stress-free as possible. Our client on-boarding process is designed to provide you with the confidence that your financial future is in capable hands.