commitment to clients
Our approach to wealth management is centered on understanding our clients and their unique perspectives, values and goals. Beginning with an extensive discovery process, we develop a plan strategy based on your life goals, financial considerations and personal values. We personally help you select each financial or investment solution and service to meet your specific needs. Together, we conduct regular reviews of your wealth plan, investment strategy and portfolio, making refinements as circumstances change or life stages dictate.
RPg Family Wealth Advisory embraces the ideals of simplicity, responsibility, transparency and control combined with the two things great relationships are built on: Trust and Understanding.
The RPg Family Wealth Office aggregates and integrates resources to facilitate asset protection, philanthropy, growth and safety through a rigorous risk management process. At RPg Family Wealth Advisory, we built our family office to converge your wealth ideals with practical solutions in the areas of Administration and Recordkeeping; Business Management of Family Affairs; Family Management; and Investment Management. Your RPg Family Wealth Advisory team includes a dedicated planning specialist who can provide you with tax-advantaged strategies to help protect income as well as preserve and transfer wealth. Our specialists work with your accountants and attorneys to help fulfill your multifaceted goals.
“We protect and empower our clients, many of whom are corporate benefits sponsors. With the ultimate goal of achieving and maintaining audit-readiness and superior fiduciary standards of care, our process is both educational and efficient.”
— Sam Kiefer, AIFA®
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
As your trusted advisor, we recognize the many complex tasks required to manage wealth for the long-term. From investment strategies, retirement, education and estate planning to liquidity management and protection planning, we offer in-depth counsel and expertise that helps ensure the growth and preservation of your financial assets and the promulgation of your family legacy.
“We help you take an unbiased look at your assets, liabilities and long-term goals because sound, meaningful future plans reflect both personal preferences and objectivity.”
— Mitch Goldfeld, CIMA®
Life and business are sometimes indistinguishable. We help you take an objective look at your business to help ensure that it has a positive impact on your life plans by considering such issues as cash management and credit, business and succession planning, insurance planning and analysis as well as employee benefits.
“We protect and empower our clients, many of whom are corporate benefits sponsors. With the ultimate goal of achieving and maintaining audit-readiness and superior fiduciary standards of care, our process is both educational and efficient, an outcome our clients appreciate.”
— Sam Kiefer, AIFA®
We seek to deliver superior risk-adjusted returns to our clients by using a multitude of traditional and alternative asset classes as part of their overall asset allocation. At RPg Family Wealth Advisory, we specialize in the comprehensive analysis, measurement and application of risk management principles and use our extensive experience to execute a proven, disciplined process in order to identify talent and invest your capital thoughtfully.