I N D E P E N D E N C E Because we’re open to the world’s possibilities, so are you. A D V O C A C Y Our clients’ best interests are our best interests. S T E W A R D S H I P Dedicated to creating and safeguarding the future you envision. T R A N S P A R E N C Y Honesty and disclosure: pillars of our business. I N T E G R I T Y First, foremost and always in everything we do. plan well live well invest well We manage your investment portfolio with a thorough, disciplined quantitative and qualitative approach to analyzing the financial markets and rigorous assessment of the risks and opportunities they hold for you. Offering a multitude of investment options ranging from traditional to alternative investments, we work in a consultative, inclusive manner that incorporates your attitudes and goals as an investor to provide sound, objective advice in structuring and monitoring your portfolio. plan well At RPg Family Wealth Advisory, the basis of our relationship with you stems from a deep and thorough understanding of your current situation, your future goals, and your personal values. We work with you to explore and define your objectives, your risk proclivities and attitudes, your family structure, your hopes and dreams. It’s only through this ongoing and holistic understanding that we can structure a wealth plan that is effective and unique to your individual needs, your family’s future and your personal legacy. invest well live well Wealth planning is about more than your financial life; in fact, it’s about more than your life alone. As stewards for your wealth, we help ensure the growth and preservation of your financial assets so you and your family can live the life you’ve envisioned, and so that you can feel confident that your legacy will be upheld in the manner you choose. Working closely with your accountant and attorney, we connect the threads of your life to develop an estate plan that encompasses your financial assets, charitable goals and family needs.

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company overview

RPg Family Wealth Advisory, LLC is an independent multi-family office advisory group that provides comprehensive family wealth planning strategies and fiduciary services through a professional cadre of experienced and dedicated financial advisors. Through relationships based on trust and understanding, and the convergence of our clients’ values with our own values, resources and expertise, we help clients achieve their most important financial and personal goals. As stewards of your wealth plan, we put your interests first, acting with integrity and striving for excellence in every facet of our practice. As your trusted family wealth advisors, we are dedicated to helping our clients plan well, invest well and live well.

RPg Family Wealth Advisory, LLC is a subsidiary of Risk Paradigm Group Holdings, LLC, a financial services firm that provides high net worth individuals, families, businesses, charities, foundations and endowments with investment advisory and management services. We have offices in Boston.


strategic partners

Through partnerships with many of the industry’s leading financial firms, RPg Family Wealth Advisory offers clients a spectrum of wealth management strategies and solutions. These include opportunities in the global capital markets, advantageous lending arrangements, investment banking,
risk mitigation, insurance, family office, estate and tax planning services — and much more. Our relationships with premier asset management firms facilitate access to sophisticated investment opportunities in both traditional and alternative asset classes, as well as top quality research and analytical services.

thought leadership

Through white papers, topical research reports and market commentary, we share insights with clients because we believe that the best decisions are informed decisions. We are dedicated to providing the financial education and ongoing analyses that can help you and your family participate with confidence in the wealth management process.