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bob rubin

YOUR FINANCIAL FREEDOM FIGHTER

Meet Bob Rubin, an unwavering American conservative, who is not your run-of-the-mill financial advisor. He’s a fervent patriot deeply devoted to this great nation and all the boundless opportunities it affords. Driven by an entrepreneurial spirit and an innate talent for problem-solving, Bob shines as a beacon of hope for those in search of financial security.

 

Bob Rubin’s dedication extends far beyond the realm of finances. He aspires to comprehend you on a personal level, delving into your distinctive goals and aspirations, both in your personal and financial life. Together, you and Bob embark on a journey through the intricate terrain of today’s financial world, leaving a tangible and enduring imprint on your future.

 

In Bob Rubin, you’ll find more than just a financial advisor; you’ll find a kindred spirit who shares your conservative values and understands the importance of safeguarding your financial interests in a world that often seems to steer in a different direction. With Bob by your side, you can have candid conversations about your political beliefs and financial objectives without reservation.

 

Bob Rubin’s vision is not only about achieving financial success; it’s about preserving the principles and values that make America exceptional. He is committed to helping you achieve your financial dreams while staying true to the conservative ideals that resonate with you.

 

When you choose Bob Rubin as your financial advisor, you’re not just selecting a professional; you’re aligning yourself with a passionate conservative who shares your vision for a prosperous and principled future. Together, you can navigate the complexities of the financial landscape and work towards securing a brighter tomorrow, all while upholding the values that matter most to you.

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Book your consultation with Bob Rubin today.

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(561) 288-1111

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Why Choose Rubin Wealth Advisors?

America’s Foremost Conservative Investment Advisor.

We only work with conservatives

Our clients tend to be a lot like us. They’re hard-working conservatives who don’t have time to waste and want their money to work for them.

We invest your money as if it was our family’s

Your financial goals are personal and deserve personalized attention. At Rubin Wealth Advisors, you’ll always get an individualized strategy designed to meet your goals.

We give absolutely no B.S.

Our job is to empower you to make the best decisions to build your legacy and wealth. That’s why on both good days and bad, we give you straightforward and honest advice.

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1200 Federal Highway Suite 200 BOCA RATON, FL 33432

Office:(561) 288-1111 | info@rubinwa.com

PIVACY POLICY  |  FORM CRS  |  FORM ADV 2B  |  FORM ADV 2A  |  ETHICS  |  ADHESION WEALTH FORM ADV  |  ACCESSIBILITY STATEMENT

Investment advisory service offered through RWA Advisors, LLC., a state registered investment advisor.

Copyright 2022 Rubin Wealth Advisors

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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.