Who we are
Since 2012, Rubach Wealth has been working with professionals and business owners to help them achieve their long-term financial goals.
Our boutique firm nurtures trusted, long-term relationships by providing every client with customized solutions tailored to their unique objectives, values and circumstances.
Our team is a tight-knit group of professionals dedicated to the long-term success of our clients. Combining years of experience with a commitment to always putting your needs first, we view our work through the lens of relationships rather than transactions.
I’m an insurance and wealth strategist with 15 years of experience and a vision to alter the common perception of this career path.
FINANCIAL PLANNING & INSURANCE ASSOCIATE
As a financial planning and insurance advisor, I enjoy working with our clients to develop solutions that meet their needs and reflect their aspirations.
Manager of Business Operations
“As part of the close-knit Rubach Wealth team, I enjoy managing all of the day-to-day operations of our business. Working with financial advisors to help them create and maintain meaningful relationships with our clients is just one of the many things I love about my role.”
“What I love most about my job is giving clients the clarity and the confidence they need to achieve their goals. One of the most important elements of building a financial plan is working with a professional you trust and can build a long-term relationship with. Building these meaningful relationships with clients gives me a deeper understanding of what is important to them as well as what keeps them up at night. This truly makes all the difference in the world.”
How we work
Our process is built on a foundation of strategic planning and customization.
We start with a thorough fact-gathering meeting during which your goals are clarified. We then analyze the information, identify opportunities for increased efficiency and propose solutions aligned with your needs.
Client relationships are at the heart of our business and so we continuously stay in touch to ensure your implemented plan evolves together with your personal and professional life. It’s all about collaboration.
Our process starts with you and is shaped at every stage by your requirements and aspirations. To learn more about how we work as your trusted partner, download our Rubach Wealth Process document.
- Get to know you
- Develop a shared understanding of your needs
- Formulate a customized plan
- Implement the plan with unparalleled service
- Review progress and make adjustments
Your time is valuable and your financial achievements are hard-earned. Let’s discuss how you can protect both.