You are not the client*

We focus on the people and causes you care about

What is important to you?

Your financial plan is driven by what is important to you. Let’s have a conversation to develop a deeper understanding of your relationship with your finances to design a plan that reflects your values and what you are trying to achieve.

Financial Planning for Lawyers

As a lawyer, you are busy focusing on your career. This usually can result in your finances being neglected. Our expertise with lawyers and their unique needs provides you with clarity and comfort in your plan so you can focus on what’s important to you.

We are Holistic Family AdvisorsTM

*It may be your family

Regardless of how successful you are, you need a financial plan to ensure the well-being of your loved ones.

*It may be your cause

With some planning now, you can extend your impact far into the future.

Our vision: A boutique family office that is the first choice of people who want the most personal attention they can imagine.

What we do

We are Holistic Family Advisors™. We provide comprehensive financial planning and insurance strategies for established professionals and business owners. Regardless of how successful you are, you owe it to your family and your causes to make a financial plan. With a plan in place, you can focus on giving meaning to your success, building a legacy and giving back.

What we do

We are Holistic Family Advisors™. We provide comprehensive financial planning to provide clarity and direction for business owners, established professionals, and their families. Regardless of how successful you are, you owe it to your family and your causes to a make a financial plan. With a plan in place, you can focus on living your values, giving meaning to your success, building a legacy and giving back.

What people are saying

“I have been in the financial industry for numerous years and in my passage I have been in contact with all types of professionals. I would like you to know, that it is quite refreshing to have people in the industry that can truly give a sound financial advice and always put the client first. The advice Elke provided for me and my family was very tailored and representative of what we needed.”

– Christopher, Mortgage Agent

“Elke and her team are the quintessential representatives – strong, honest, loyal, and defenders. I had the honor of working with the Rubach Wealth team and it was by far one of the most pleasant experiences ever. Elke reviewed our situation, provided honest counsel, and formulated a well thought plan that we collectively as a team executed on. Her team was on the phone daily with brokers to ensure a speedy resolution to our life insurance policy. I would recommend Elke and the entire Rubach Wealth team to anyone who is taking the first, second, or third step at developing an insurance and overall wealth plan. You will be disappointed if you don’t.”

Abtin Z – Senior Program Manager

Rubach Wealth Financial Blog

When it comes to your wealth, knowledge leads to empowerment.

A Beginner’s Guide to Alternative Investments

A Beginner’s Guide to Alternative Investments

Alternatives are investment options beyond the typical stocks, bonds and cash found in most portfolios. They can be tangible assets like precious metals, or they could be financial assets like private equity or hedge funds. Alternatives tend to be riskier than...

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RRSPs and TFSAs: Which is Best for You?

RRSPs and TFSAs: Which is Best for You?

Registered retirement savings plans (RRSPs) and tax-free savings accounts (TFSAs) are tax-advantaged accounts that can help you boost your retirement savings. Both accounts are designed for long-term growth, but they differ in how your contributions are taxed and when...

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Automated Investing vs. Human Guidance

Automated Investing vs. Human Guidance

When you’re looking for help managing your investment portfolio, you have a decision to make: Should you work with a financial advisor or a robo-advisor? A financial advisor is a professional specializing in financial planning, wealth management and other personal...

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Our core purpose: We want every client to be financially independent.