Secure Your Family's Financial Future.
We share your values and are committed to helping you navigate the path to financial success, one step at a time.
Secure Your Family's Financial Future.
We share your values and are committed to helping you navigate the path to financial success, one step at a time.
Why Partner With Us
We take a personalized and comprehensive approach to wealth management
While we share your views, your goals, dreams, and needs are uniquely your own – and the roadmap to get you there should be as well. That’s why we get to know you, what is important to you and where you envision yourself in the future. Only then do we develop a customized wealth strategy that is personalized to your unique situation. Whether you are accumulating wealth or trying to keep what you already have, Bob and his team will help you chart the course to a stronger financial future.
How We Can Help You
Financial Planning
Unlock the benefits of a comprehensive financial plan tailored to your
needs, wants, and wishes . We offer services such as retirement planning, college education funding, estate planning, and insurance solutions.
Investment Management
Investing is more than just accumulating wealth. Our goal is to reduce the “wokeness” in your portfolio without compromising your returns. We aim for a balance that aligns with your values while maintaining financial viability.
Retirement Planning
Whether your retirement is on the horizon or still a distant goal, it’s vital to have confidence in a plan that aligns with your vision and long-term objectives. Bob and his team are dedicated to developing a targeted strategy that paves a clear path to achieving your personal and financial goals.
Business Services
Are you a business owner or HR or finance professional that has a company with a 401(k) or other type of corporate retirement plan? If so, we can help you. Click below to see our offerings.
We Put Our Clients’ Interest First…Always!
While our political views might align and you might have a great time talking politics but we are all business above successfully managing your money.
At Rubin Wealth Advisors we deliver quality financial, estate, and business planning services to our clients. Bob Rubin, CLU, ChFC has been a trusted leader in the financial services industry for more than 38 years. He is a national speaker and media expert on estate planning, wealth transfer, and wealth strategies for patriotic families, individuals, and business owners.
Our team is bound by a Fiduciary standard that places our clients’ interests ahead of our own. We operate on a fee-only (non-commission) basis and are committed to providing service and advice that puts you first. Every decision we make is in your best interest. Everything we do is designed to help you build wealth, remove obstacles and accomplish your goals in a highly personalized approach that aligns with your goals, needs, risk tolerance and investment objectives.
Confidence We Have Earned
Charles Schwab
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, investing and related services.
$890 million
Our investment committee has a combined assets under management (AUM) of 890 million dollars.
Experts in our Field
Chartered Financial Analyst (CFA)
Accredited Investment Fiduciary(AIF)
Chartered Life Underwriter(CLU)
Chartered Financial Consultant(ChFC)
140+ Years
Bob Rubin has over 38 years of advising clients and the Rubin Wealth investment committee has over 140 years of combined experience.
Markets & Media