Bob and his team are committed to providing a higher level of financial, retirement, and estate planning to enable those we serve to succeed financially and enjoy a finer quality of life. Our values are based on maintaining the highest standards of honesty, transparency and integrity in everything we do for our clients and with our co-workers and partners.
Director of Consulting
Angel Investor, Entrepreneur, Mentor and Executive with over 40 years of business experience in the software development, financial, public safety and transportation industries. Co-Founder of The Venture Mentoring Team, Entrepreneur in...
Outsourced Chief Investment Officer
Client Relationship Manager
Helping his friends and clients find the best solution for their financial situations brings Michael real joy. He uses his knowledge, resources, wisdom, and integrity to make it happen. He began his career path when he started a...
Founder & President
Bob Rubin, CLU, ChFC has been a trusted leader in the financial services industry for more than 30 years. He is a national speaker and media expert on estate planning, wealth transfer and wealth strategies for business owners....
Plan today for a stronger tomorrow. Gain the help of an expert with the situational awareness, connections, support, objectivity, and strategies to help you achieve your goals and build a financial legacy.
Unparalleled service, highly individualized strategies. The Rubin Wealth Advisors team delivers highly individualized financial, estate and business planning. First, by understanding each client’s personal and financial goals while mapping a strategy that gets them there effectively and efficiently. We listen closely, develop intelligent strategies, and work diligently to build long-term relationships that help our clients achieve a higher quality for life.
Solutions, contacts, and resources that deliver results. Our clients come to us with challenges that keep them from achieving their goals. We rally behind them to tackle the complexities of investment management and financial planning to ensure they fully understand their options and build a solid portfolio that delivers meaningful results. We connect them with respected friends and contacts in education, healthcare, law, and government to help them resolve life’s challenges and get to where they want to go.