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The RWA Advantage

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We Can Help.

Guiding Conservatives to Financial Success for Over 35 Years.

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Where Investing Meets Conservative Values

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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. Bob is an America-first, investment advisor in Florida. Share your vision with Bob and his team, and they will craft a customized roadmap to align with your specific goals and objectives. Rubin Wealth Advisors specializes in guiding politically conservative investors through an ever-changing financial landscape. Our services include investment portfolio management, estate planning, retirement strategies, and personalized financial advice.

FINANCIAL
PLANNING

INVESTMENT
MANAGEMENT

We Put Your Interests Ahead of Ours.

RETIREMENT
PLANNING

401K
INVESTMENT

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.

EXPERTS IN
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.

Nationally Recognized

BECOMING A CLIENT

Why Conservative Investors Choose RWA as Their Trusted Partner

At Rubin Wealth Advisors, we are a America-first, investment advisor in Florida. As a Boca Raton-based financial advisory firm, 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.

Matching Your Risk and Return: A Personalized Approach for Maximizing Your Financial Success

At Rubin Wealth Advisors, we believe that understanding your risk tolerance is the key to maximizing your financial potential. Traditional methods of categorizing risk with vague labels like conservative, moderate, or aggressive often lead to confusion. These terms can mean entirely different things to different people, which creates misalignment between your expectations and your investment strategy. That’s where problems can arise—and where opportunities can be missed.

We take a different approach. By using a precise, quantitative system to determine your Risk Number, we help you make informed decisions that directly benefit you. Your Risk Number is more than just a score; it’s a powerful tool that helps guide your financial strategy. If your Risk Number is 64, for example, both you and our team will know exactly what level of risk that involves and how it relates to potential returns. The guesswork is gone, replaced by clarity and confidence.

Here’s where it really benefits you: Understanding your Risk Number not only ensures that your portfolio is aligned with your comfort zone, but it also increases your chances of achieving a higher risk-adjusted rate of return over time. By matching your investments to your specific risk profile, you’re better positioned to optimize returns without taking on unnecessary risk—especially over a 3-5 year period, where market fluctuations can test even the most seasoned investor.

The process is simple and designed to serve your best interests. In just a few minutes, we’ll walk through a short conversation to determine your Risk Number. From there, we’ll craft an investment portfolio tailored specifically to you, ensuring that the level of risk is appropriate for your goals. This isn’t about avoiding risk entirely; it’s about taking on the right amount of risk so you can achieve the returns you need while remaining confident in your strategy.

By aligning your portfolio with your Risk Number, you gain the peace of mind to handle market volatility. You’ll know exactly how much downside risk is possible and what kind of upside you can expect. For example, a portfolio with a Risk Number of 64 might have a potential downside of -10% over six months but offers a possible 15% gain. This range helps you stay calm during downturns because you’ve already accounted for them, and it positions you to benefit when the market performs well.

We also stress-test your portfolio in various market conditions—such as economic downturns or inflation spikes—to ensure you’re always prepared. This proactive approach ensures your investments stay aligned with your risk tolerance, giving you the best chance for success regardless of what happens in the markets.

How does this benefit you? Managing risk properly allows you to maximize returns without exposing yourself to more risk than necessary. Over time, this careful balance increases the likelihood that you’ll achieve your financial goals—whether that’s building wealth, preparing for retirement, or preserving your assets.

At Rubin Wealth Advisors, a Boca Raton financial advisor, we’re committed to helping you achieve higher risk-adjusted returns. As a licensed fiduciary, we specialize in guiding clients through personalized wealth management strategies, ensuring your investments align with your long-term goals. Let’s work together to discover your Risk Number and build a strategy that sets you up for success over the next 3-5 years and beyond. Contact us today to get started.