Secure Your Family's Financial Future.

We share your values and are committed to helping you navigate the path to financial success, one step at a time.

Secure Your Family's Financial Future.

We share your values and are committed to helping you navigate the path to financial success, one step at a time.

Why Partner With Us

We take a personalized and comprehensive approach to wealth management

While we share your views, your goals, dreams, and needs are uniquely your own – and the roadmap to get you there should be as well. That’s why we get to know you, what is important to you and where you envision yourself in the future. Only then do we develop a customized  wealth strategy that is personalized to your unique situation. Whether you are accumulating wealth or trying to keep what you already have, Bob and his team will help you chart the course to a stronger financial future.

How We Can Help You

Financial Planning

Financial Planning

Unlock the benefits of a comprehensive financial plan tailored to your
needs, wants, and wishes . We offer services such as retirement planning, college education funding. estate planning, and insurance solutions.

401k-Plans

Investment Management

Investing is more than just accumulating wealth. Our goal is to reduce the “wokeness” in your portfolio without compromising your returns. We aim for a balance that aligns with your values while maintaining financial viability.

Retirement Planning

Retirement Planning

Whether your retirement is on the horizon or still a distant goal, it’s vital to have confidence in a plan that aligns with your vision and long-term objectives. Bob and his team are dedicated to developing a targeted strategy that paves a clear path to achieving your personal and financial goals.

Business Services

Are you a business owner or HR or finance professional that has a company with a 401(k) or other type of corporate retirement plan? If so, we can help you. Click below to see our offerings.

Rubin Wealth

We Put Our Clients’ Interest First…Always!

Meet Bob Rubin, the nation’s foremost politically conservative wealth advisor.

While our political views might align and you might have a great time talking politics but we are all business above successfully managing your money.

At Rubin Wealth Advisors we deliver quality financial, estate, and business planning services to our clients.  Bob Rubin, CLU, ChFC has been a trusted leader in the financial services industry for more than 38 years. He is a national speaker and media expert on estate planning, wealth transfer, and wealth strategies for patriotic families, individuals, and business owners.

Our team is bound by a Fiduciary standard that places our clients’ interests ahead of our own. We operate on a fee-only (non-commission) basis and are committed to providing service and  advice that puts you first. Every decision we make is in your best interest. Everything we do is designed to help you build wealth, remove obstacles and accomplish your goals in a highly personalized approach that aligns with your goals, needs, risk tolerance and investment objectives.

Confidence We Have Earned

Highly Experienced Investment Committee & Custodian

Charles Schwab

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, investing and related services. 

$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+ Years

Bob Rubin has over 38 years of advising clients and the Rubin Wealth investment committee has over 140 years of combined experience.

Recognized Nationally
revolver

Markets & Media

No BS… Just straight forward advice

Contact Bob, the Nation’s Predominant Politically Conservative Financial Advisor Today!

Call Bob @ (561) 288-1111

Email Bob @ Bob@RubinWA.com

Or schedule a call below!

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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.