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Contact Bob, the Nation’s
Predominant Politically Conservative
Financial Advisor Today!

Call Bob – (561) 288-1111
Email Bob at Bob@RubinWA.com
Or schedule a call!

Bob's Investment Philosophy

Bob takes a “Heart and Science” approach to working with his clients, their families and their investments.

The Heart of The Bob Rubin Way.

At Rubin Wealth Advisors, we specialize in serving individuals and business owners who share our conservative values of hard work, ambition, and straightforwardness. Our clients are often driven, high-achieving individuals who value performance and appreciate a no-nonsense approach to financial planning. They are individuals with big dreams and the determination to succeed in their business endeavors.

 

As a Republican, it’s crucial for you to understand that most financial advisors may not have your best interests at heart. While they often claim to “work in the best interest of their clients,” they frequently overlook a critical fact. Many of them invest in companies that support a liberal agenda and use the fees you pay to contribute to liberal causes. This is far from being in your best interest.

 

At Rubin Wealth Advisors, we exclusively work with politically conservative clients because we are committed to upholding our oath to work solely in the best interest of our clients. When you partner with us, you can expect a politically conservative investment strategy tailored to your needs. You’ll have the freedom to express your beliefs openly, knowing that you are in the right place with Bob and his team.

 

Your goals, aspirations, and financial needs are unique, and the path to achieving them should be as well. That’s why we take the time to understand you, your priorities, and your vision for the future. Only then do we create a personalized wealth strategy that aligns with your individual circumstances. Whether you are building wealth or safeguarding what you already have, Bob and his team will guide you towards a more secure financial future.

 

Entrusting your investment management to an advisor you can trust is essential. As fiduciaries, we are legally and morally bound to prioritize your best interests above all else. Financial advice should always be centered on what’s best for you, without exception. The significant financial decisions you make reflect your values, priorities, and goals, and as fiduciary financial advisors, we are here to assist you in navigating these crucial life and business choices.

We Put Your Interest Ahead of Ours. Period.

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RUBIN WEALTH ADVISORS

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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.