Spend Right

RPG Wealth Management

At RPG, we help our clients navigate through the important transitions in their lives by actively managing their future.  Those transition events might include:

• Retirement
• Sale of a business
• Change of employer
• Birth of a child
• Death of a spouse
• Inheritance
• Divorce
• Other life altering events that affect future financial sustainability

Active management starts with a plan…

We begin each engagement with a review to identify planning and investment issues unique to that individual.  We accept clients only in situations where we can clearly demonstrate value, and where the "fit" is right.

We offer both financial planning and asset management.  You may choose either or both as we look at plan sustainability, critical vs. surplus capital, charitable gifting strategies, family gifting strategies, legacy planning, and other financial matters that are critical to your financial future.

Comprehensive Financial Plan

We develop an overall analysis and financial planning strategy. Beginning with a comprehensive deep dive into all areas of your financial health, we recommend how to implement new planning strategies.  We examine your portfolio for the purpose of advising you as to the likelihood of it accomplishing your short and long-term financial planning objectives.  You remain responsible for investment selection and trading the positions in your account, as well as summarizing and evaluating portfolio performance.

Focused Financial Plan

We assist you in identifying three to four key planning points that will require a deeper dive through a comprehensive review of other key areas of your financial health.

Asset Management

We examine your portfolio for the purpose of advising you as to the likelihood of it accomplishing your short and long-term financial planning objectives.  We assume responsibility for analyzing your investments and adjusting your portfolio to be consistent with your risk profile and investment needs.  You will receive monthly statements and meet with your advisor periodically to review customer performance reports, make tactical decisions and evaluate security and portfolio performance.  An annual financial planning review is included with asset management services.