Our expertise is built on years of professional experience and is constantly evolving as we adapt to an ever-changing industry.
We merge tried-and-tested strategies with innovative thinking to create customized financial and insurance solutions that deliver results aligned with your goals.
Beyond our in-house resources, we can draw on a team of external legal, financial and tax experts as needed to support your requirements. If you have existing relationships with your own advisors, we can work alongside them to provide complementary services and expertise.
Individuals require sound financial and insurance strategies to realize their long-term goals. This includes boosting the value of your estate through tax-efficient financial investments and proper insurance coverage to ensure a larger impact.
Whether your priorities include building a solid financial foundation for your future generations, making a difference in your community through philanthropy or some other long-term target, we have the knowledge and experience needed to help you achieve your goals.
Our clients include top executives, young professionals and high net worth families. We have extensive experience working with women – a group with unique needs that have traditionally received inadequate attention and tailoring of services.
Individual Services Offered:
With broad expertise spanning all facets of wealth management, we can support you with a variety of services, including:
Financial & Insurance Strategies
- Insurance planning
- Asset management
- Tax optimization
- Estate planning
- Providing for loved ones
- Philanthropy: planned giving
- Minimizing taxes and probate
“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.“
Business owners require specific expertise to ensure that financial planning makes sense in the context of their aims, corporate structure and industry. You need a partner who understands your business to ensure that your use of financial and insurance tools is optimized and aligned with your strategic objectives.
Current tabled legislation introduces a new layer of complexity for corporate structures, particularly professional corporations. Corporations present unique challenges, but they also open the door to creative solutions that can boost your bottom line.
Whether it’s customizing insurance coverage for you, your family and your executive team or providing strategic advice regarding succession planning, we have the know-how to tailor solutions for your corporation.
Business Owners Services Offered:
When working with business owners, our financial planning services include:
- Alternative investment strategies
- Risk management
- Executive benefits
- Group benefits
- Succession planning
“Mrs. Rubach and her team of professionals are truly exceptional. They are perfect partners for individuals, families and business owners. The group is diligent, knowledgeable and willing to offer great solutions, providing perfectly tailored advice and the most up-to-date information in the industry. Rubach Wealth is a company with heart.”
Your time is valuable and your financial achievements are hard-earned. Let’s discuss how you can protect both.