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As a solid conservative, you need to know that most advisors are not working in your best interest

You’ve heard it a hundred times: “Not all investment advisors are a like.” which is true. We are not all alike, and in more ways than those ads talk about. So instead, they talk about the kinds of investments they put you in and how they charge fees and not commissions, Which is all good.

But what they don’t tell you is how they are using the fees you pay against you.

While they all claim to “only work in the best interest of their client,” they leave out one crucial fact: they work AGAINST the best interest of their politically conservative Republican clients by investing in companies that support the liberal agenda and using the fees you pay to donate to liberal causes.

Not at all in your best interest.

I only work with politically conservative clients because I want to be true to my oath to only work in the best interest of my clients. So, what you get when you work with me is a politically conservative Republican investment strategy and someone who understands your best interests.

If you are politically conservative, you’ll feel right at home with Bob, knowing that you can speak freely about your beliefs. Let’s start a conversation about your investments, your future, and, if you want, politics.

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Your Values Matter

wealth management consultant

A personalized and comprehensive approach to wealth management

I care deeply about my family, friends, clients and business… Just like you. I’ve traveled down a similar path as you. We have the experience and expertise to help make your financial future strong and prosperous. I can assist with the planning and implementation of the financial burdens that keep you up at night.

The RWA Way

While we share your Republican patriotic hope for America,  your goals, dreams, and needs are uniquely your own – and the roadmap to get you there should be as well. That’s why we get to know you, what is important to you and where you envision yourself in the future. Only then do we develop a customized, politically conservative wealth strategy that is personalized to your unique situation. Whether you are accumulating wealth or trying to keep what you already have, Bob and his team will help you chart the course to a stronger financial future.

Trusted fiduciaries managing your investments

Your investment management needs should be handled by an advisor you can trust. As fiduciaries acting out of a legal and moral duty, it is our job to place and serve your best interest ahead of our own.

Financial advice should always be in your best interest. Period. The important financial decisions in your life are more than just numbers, they reflect your values, priorities, and goals. Our team will help you navigate through important life and business decisions.

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How we do it - A Multifaceted Approach

Speak Freely – Your Values Matter to Us.

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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.