Through our history of working with high net-worth individuals, we’ve learned that the best way to provide effective financial guidance is through a three-pronged approach:
Investment Management
Developing customized investment allocations tailored to our client’s inimitable needs
Wealth Management
Complementary services that provide insight into our client’s unique financial situation
Relationship Management
A Certified Financial Planner™ working collaboratively with our clients to become their trusted financial partner
Please Note: The scope of any financial planning and consulting services to be provided depends upon the needs of the client. RFA does not serve as an attorney, accountant, or insurance agent. RFA does not prepare estate planning documents, tax returns, or sell insurance products.