conservative values

Clients first…Always!

Our team is bound by a Fiduciary standard that places our clients’ interests ahead of our own. We operate on a fee-only (non-commission) basis and are committed to providing comprehensive advice that puts you first. Every decision we make is in your best interest. We stand apart from broker-dealers and registered representatives who are only obligated to provide you with suitable investments – not necessarily the investment choices that are in your absolute best interest.

 

Everything we do is designed to help you build wealth, remove obstacles and accomplish your goals in a highly personalized, holistic approach that aligns with your goals, needs, risk tolerance and investment objectives.

Get to know Bob by scheduling a 15 minute, no-obligation call.

As Fiduciary, Bob and his team are required by law to always act in our clients’ best interests. We answer to the highest standard.

Fiduciary or suitability? Understanding the difference.

Is your broker legally required to put your interests first or does he work under a less restrictive suitability standard? Your financial health may depend on the answer.

 

Click Here to learn more about the difference. You may then want to ask your broker if they are held to the higher Fiduciary Standard.

No BS… Just straight forward advice

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

Call Bob @ (561) 288-1111

Email Bob @ Bob@RubinWA.com

Or schedule a call below!

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At Rubin Wealth Advisors, we understand that navigating the investment landscape can be daunting, particularly in these times when many feel uncertain about the direction our country is heading. That’s why we’ve incorporated the Nitrogen risk assessment process, a cutting-edge tool designed to align your financial portfolio with your personal risk tolerance.

 

Nitrogen, previously known as Riskalyze, is an innovative software program that precisely evaluates your willingness and ability to handle investment risk, quantifying it as a ‘Risk Number.’ This Risk Number, ranging from 1 to 99, reflects your comfort level with investment risk—the higher the number, the greater your tolerance. The unique aspect of Nitrogen is its reliance on Nobel Prize-winning computational methods, which ensure a high degree of accuracy far surpassing traditional, subjective risk profiling.

This process begins with a questionnaire that you complete, which feeds into Nitrogen’s sophisticated algorithm. The result is a Risk Number tailored specifically to you, offering a clear, objective view of your risk appetite.

But Nitrogen doesn’t stop there. It also assigns Risk Numbers to investment portfolios. This feature allows us to efficiently match your Risk Number with suitable investment options, ensuring that your portfolio is not only aligned with your risk tolerance but is also positioned to maximize potential returns.

In today’s volatile market, where many fear the progressive agenda is threatening the financial stability of our nation, Nitrogen provides a beacon of clarity. It’s a tool that empowers us at Rubin Wealth Advisors to safeguard your interests and investments. It allows us to conduct stress tests and scenario analyses, such as the impact of a bear market or high inflation, ensuring your portfolio remains resilient against uncertainties.

Originating in 2011 and now a market leader, Nitrogen has revolutionized the way risk is assessed in the financial sector. It is widely used by professionals across the U.S., attesting to its reliability and effectiveness.

In choosing Rubin Wealth Advisors, you’re not just selecting a financial advisor. You’re choosing a partner who understands your concerns in these challenging times and who is equipped with the best tools to secure your financial future. Discover your Risk Number with us and take the first step towards a portfolio that reflects your values and goals in this ever-changing world. Schedule an appointment today to explore how Nitrogen can work for you.