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Becoming a Client

At Rubin Wealth Advisors, we want to make the process of becoming a client as seamless and stress-free as possible. Our client onboarding process is designed to provide you with the confidence that your financial future is in capable hands.

1. Choosing RWA as Your Trusted Partner

Selecting the right financial advisor is a pivotal decision in safeguarding your financial future. We understand the significance of this choice, which is why we prioritize compatibility not only with your political values but, more importantly, with your financial interests. Our commitment to aligning our values with those of our clients ensures a strong, trust-based partnership that fosters financial security and prosperity. When you choose RWA, you can be confident in receiving expert guidance that resonates with your beliefs and safeguards your financial well-being.

BECOME A CLIENT

2. Getting to Know You and Your Unique Financial Situation

Our founder, Bob, believes in a personal approach to financial planning. He will take the time to understand your retirement goals, financial obligations, and other important aspects of your life, such as your family, health, interests, and aspirations. Part of this process includes a brief 5-minute questionnaire covering topics like portfolio size, top financial goals, and your risk tolerance, allowing us to determine your precise Risk Number, which will guide our decision-making process. 

Investing is more than just accumulating wealth.

Once we pinpoint your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities. This tailored approach ensures that you feel comfortable with the expected outcomes of your investments. The proposed portfolio will include projections for potential gains and losses over time.

Defining Your Financial Goals

To help you achieve your financial goals, whether that’s buying a home, acquiring a business, retiring comfortably, or funding a college education, we will provide you clarity on your path to success. By the end of this process, you’ll have a better understanding of how we can increase the probability of reaching your financial objectives.

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3. Implementing Your Customized Strategy

As an RWA client, you’ll benefit from ongoing updates on Bob’s insights into the stock market and other factors that may impact your portfolio. We’re committed to keeping you informed and prepared. If your life circumstances or financial goals change, Bob will ensure that your financial plan remains aligned with your needs. Feel free to reach out to Bob at any time with questions or concerns, giving you peace of mind and allowing you to focus on enjoying life without financial worries.

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RUBIN WEALTH ADVISORS

Call Bob at (561) 288-1111
Email Bob at bob@rubinwa.com
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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.