Our Partners

Bob and his team demand best-in-class solutions that improve your user experience while optimizing technical performance. We have carefully selected partners who are among the best financial technology companies in the industry.

Schwab and Rubin Wealth Advisors - A Shared Commitment to Service and Excellence

All of our client's assets are secured at Charles Schwab. Schwab is our custodian, which means that they custody, or hold all of our client's funds. Rubin Wealth Advisors will never hold a client’s assets. When you become a client, we work together to help you meet your financial goals and then execute those goals by directing Charles Schwab on your behalf. 

Schwab provides user-friendly tools that increase your access to your account information, including Schwab’s mobile app, JD Powers’ top-ranked app for investors. That’s the kind of service, support and excellence we can get behind.

Riskalyze. Your roadmap to successful investing.

Do we really know our tolerance to investment risk? Are we able to quantify it as a specific number between 1 to 99? Often we find that our perception is different from reality. Bob and his team use Riskalyze's award-winning technology to help you understand how much risk you are comfortable with your investments. 

Riskalyze is the top risk alignment platform which provides you with an edge by supplying a quantitative measurement of risk. The Riskalyze Risk Number® is an objective, mathematical approach to removing subjectivity by quantifying the risk of investors and portfolios. Ambiguous terms such as "conservative" or "moderately-aggressive" can cause confusion in the investment arena. Instead of vague general terms you end up with a number from 1 to 99. Simple, yet powerful.

Click here for your free risk assessment.

Blueleaf

Blueleaf simplifies tracking all your savings and investments while making everything you own transparent, understandable, and controllable.They deliver complete data, updated daily across their entire system and provide a user-friendly portal that enables you to be present in your finances by gaining access to a weekly report.


Adhesion Wealth Management

You have multiple goals - we have strategies to get you there. Adhesion Wealth Management makes trading, optimization of gains, and leveraging tax-advantageous investments across multiple accounts at any given time faster, easier and more seamless. Their user-friendly interface puts managing, viewing and reporting multiple strategies front and center so you receive a comprehensive view of your account. This saves you time and money while keeping you well-informed.

Greenrock Research

While there are many types of investors, the vast majority have three primary objectives: achieve competitive returns, minimize downside volatility and reduce taxes. Greenrock Research enables us to better target our efforts to help you reach your goals. 


Chairvolotti Financial


Looking for better performance in your company’s 401(k)? We leverage Chairvolotti’s technology because it enables optimization of your company’s 401(k) based on trends - not timing - of the market.  Chairvolotti utilizes your 401(k)’s investment options to take advantage of their seasonality. Investments rotate in and out of favor according to trends.   


Moneyguide Pro

MoneyGuide financial planning software provides sophisticated solutions and smart assumptions to help us navigate the complex elements of our clients’ lives.  This enables us to observe and make recommendations on your situation in a more holistic manner

   

Client Centered

Bob and his team value you and your goals while striving to establish and cultivate a long-term professional and personal relationship. We are responsive and make ourselves available at all times. We endeavor to be ethical, smart, hardworking, community-minded, charitable and politically conservative while being self-aware and having a positive outlook on life. We only hire team members who maintain these same values, aspirations and unyielding commitment to serving our clients with the highest standards within the financial industry.