Rubin Wealth Advisors - Speak With A Trusted Advisor

Full 1

The RWA Advantage

Full 3

We Can Help.

Guiding Conservatives to Financial Success for Over 35 Years.

Full 3

Where Investing Meets Conservative Values

Full 3

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.

FINANCIAL
PLANNING

INVESTMENT
MANAGEMENT

We Put Your Interests Ahead of Ours. Contact Bob Directly for a Free Consultation

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

CFA, AFI, CLU, CHFC

140+ yrs

Rubin Wealth Advisors investment committee has over 140 years of combined experience.

Nationally Recognized

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.

At Rubin Wealth Advisors, we understand that navigating the investment landscape can be daunting, particularly in these times when many feel uncertain about the direction our country is heading. That’s why we’ve incorporated the Nitrogen risk assessment process, a cutting-edge tool designed to align your financial portfolio with your personal risk tolerance.

Nitrogen, previously known as Riskalyze, is an innovative software program that precisely evaluates your willingness and ability to handle investment risk, quantifying it as a ‘Risk Number.’ This Risk Number, ranging from 1 to 99, reflects your comfort level with investment risk—the higher the number, the greater your tolerance. The unique aspect of Nitrogen is its reliance on Nobel Prize-winning computational methods, which ensure a high degree of accuracy far surpassing traditional, subjective risk profiling.

This process begins with a questionnaire that you complete, which feeds into Nitrogen’s sophisticated algorithm. The result is a Risk Number tailored specifically to you, offering a clear, objective view of your risk appetite.

But Nitrogen doesn’t stop there. It also assigns Risk Numbers to investment portfolios. This feature allows us to efficiently match your Risk Number with suitable investment options, ensuring that your portfolio is not only aligned with your risk tolerance but is also positioned to maximize potential returns.

In today’s volatile market, where many fear the progressive agenda is threatening the financial stability of our nation, Nitrogen provides a beacon of clarity. It’s a tool that empowers us at Rubin Wealth Advisors to safeguard your interests and investments. It allows us to conduct stress tests and scenario analyses, such as the impact of a bear market or high inflation, ensuring your portfolio remains resilient against uncertainties.

Originating in 2011 and now a market leader, Nitrogen has revolutionized the way risk is assessed in the financial sector. It is widely used by professionals across the U.S., attesting to its reliability and effectiveness.

In choosing Rubin Wealth Advisors, you’re not just selecting a financial advisor. You’re choosing a partner who understands your concerns in these challenging times and who is equipped with the best tools to secure your financial future. Discover your Risk Number with us and take the first step towards a portfolio that reflects your values and goals in this ever-changing world. Schedule an appointment today to explore how Nitrogen can work for you.