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Accessibility Statement for Rubin Wealth Advisors

This is an accessibility statement from Rubin Wealth Advisors.

Measures to support accessibility

Rubin Wealth Advisors takes the following measures to ensure accessibility of Rubin Wealth Advisors:

Include accessibility throughout our internal policies.

Conformance status

The Web Content Accessibility Guidelines (WCAG) defines requirements for designers and developers to improve accessibility for people with disabilities. It defines three levels of conformance: Level A, Level AA, and Level AAA.

Rubin Wealth Advisors is partially conformant with WCAG 2.1 level AA.

Partially conformant means that some parts of the content do not fully conform to the accessibility standard.

Additional accessibility considerations

Although our goal is WCAG 2.1 Level AA conformance, we have also applied some Level AAA Success Criteria: Images of text are only used for decorative purposes. Re-authentication after a session expires does not cause loss of data. Some videos have sign language interpretation.

Feedback

We welcome your feedback on the accessibility of Rubin Wealth Advisors.

Please let us know if you encounter accessibility barriers on Rubin Wealth Advisors:

Phone:
(561) 288-1111
E-mail:
info@rubinwa.com
Visitor Address:
1200 N Federal Highway Suite 200 Boca Raton, FL 33432
Postal Address:
1200 N Federal Highway Suite 200 Boca Raton, FL 33432
On Twitter: @RubinWA
On Facebook: https://www.facebook.com/bobrubinwa/

We try to respond to feedback within We try to respond to feedback within 5 business days..

Technical specifications

Accessibility of Rubin Wealth Advisors relies on the following technologies to work with the particular combination of web browser and any assistive technologies or plugins installed on your computer:

HTML
CSS
JavaScript

These technologies are relied upon for conformance with the accessibility standards used.

Assessment approach

Rubin Wealth Advisors assessed the accessibility of Rubin Wealth Advisors by the following approaches:

Self-evaluation

Formal approval of this accessibility statement

This Accessibility Statement is approved by:

Rubin Wealth Advisors
Bob Rubin
Director

Date

This statement was created on 19 April 2021 using the W3C Accessibility Statement Generator Tool.

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.