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Wealth Management

Wealth Management is the process of planning that addresses both your non-financial and your financial wealth.

Your finances are important so you can enjoy your life. Additionally, there are things you want that are non-financial such as your children or grandkids having opportunities or direction in life; or for them to make a contribution to society. There are many parts of the process and we have been helping successful families in Arizona and Colorado to take control and reach these objectives.

Process Graphic

Following our thoughtful Process, we can help guide you through the many decisions you face so you can enjoy the peace of mind that you have worked so hard for. You will have the confidence that your plan will be able to address a wide-range of contingencies that life can bring along. And you will have the feeling that comes from knowing that you and your family will be taken very good care of in the event of, what can often be, life-changing events. Our Process and approach to wealth management allows you to plan for the next great things you want to do.

Goals & Objectives:

Every client has unique goals relating to preserving, increasing, and/or diversifying their wealth.

At R.B. Gold, our investment process is designed to assist clients in developing investment objectives and an investment philosophy that is an integral part of their total financial planning goals, which include, but are not limited to, items such as:

  • Taxes
  • Retirement
  • Stock Options
  • Charitable Giving
  • Business Succession
  • Estate Planning
  • Education Planning
  • Alternative Investments
  • Asset Protection & Insurance
  • Etc.

The investment strategy we create for you is rooted in research and fundamental analysis conducted using similar disciplines employed by major academic institutions and renowned financial firms.

Ultimately, we invest for you according to these fundamental principles:

  • Use thoughtful, objectives-focused planning, unique to the client needs to drive investment decisions
  • Sound, goals-based investment strategies structured from rigorous independent research & fundamental analysis, not Wall Street trends or News Headlines
  • Create diversified investment portfolios specific to and optimized for the client’s needs & objectives
  • Minimize costs, taxes and turnover whenever possible