Helping clients achieve financial freedom and wealth
Let us help relieve the planning and execution burdens that keep you up at night.
Our team focuses on high-performing financial strategies and building wealth for our clients. We are committed to conservative principles in business, investing and life.
I care deeply about my family, friends, my clients and my business… Just like you. I’ve traveled down a similar path as you. We have the experience and expertise to help make your financial future strong and prosperous. I can help with the planning and implementing of the financial burdens that keep you up at night.
What matters to us is your financial freedom and well-being. We provide wealth strategies that are in your absolute best interest - not simply what is suitable for you.
Our clients tend to be a lot like us - type-A, politically conservative, high achievers who tell it like it is, expect performance and understand the value of relationships in business and life.
Our Investment Management, Financial Planning, and Risk Management processes are the result of 125 years of combined experience serving entrepreneurs, executives and their families.
Our newly updated and designed 2021 Tax Planning e-book can be a valuable resource to help you stay prepared for the upcoming tax season. This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.
Bob is a politically conservative entrepreneur and Founder of Rubin Wealth Advisors. He is passionate about his family, politics, local sports teams, serving his clients and the community. He is a thirty-five year resident of Boca Raton, FL. Bob is a member of the Florida Atlantic University Board of Trustees, the Vice Chairman of FAU’s International Center for Emergency Management Education. Bob is a founding member of Turning Point USA and is honored to serve on the National Advisory Board. Turning Point is a politically conservative national student organization with over 100,000 members. Bob supports the National Review Institute and a variety of local charities including the Miracle League of Delray, Autism After 21 and is a huge Florida Panthers fan.
“My focus is moving our clients forward so they are better positioned to achieve their personal and business goals. I listen closely to their dreams and challenges, ask good questions and develop the best strategy for their unique situations. I’ve helped a lot of clients as an active participant in my community over the last thirty-five years and am always delighted to connect clients and friends to make things happen, solve problems and move business forward.” - Bob Rubin
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