Rb Wealth Partners
Financial Advising
Why pick this one
RB Wealth Partners provides personalized investment strategies and tax-efficient planning and was founded in 2018.
Best for
- business owners needing exit strategies
- retirees requiring income planning
- professionals seeking personalized financial strategies
Look elsewhere if
- looking for non-personalized advice
- seeking strictly low-cost services
Specialties
- tax planning
- retirement income strategies
- portfolio management
- estate planning
- business and real estate solutions
Certifications
- Certified Financial Planner (CFP)
What makes them different
- personalized investment strategies
- client-first advisory approach
- proactive tax-efficient planning
- three-step financial clarity process
- fiduciary commitment
- Response time
- start with a free call
- Years in business
- 5
- Serves
- Cornelius
Distilled from this business's own website.
Contact & Location
- Address
- 17810 Statesville Rd, Cornelius, NC 28031-8148
- Phone
- +17047277129
- Website
- https://www.wealthrb.com/
Services
- financial planning
- investment advisory