$3.1 trillion
In invested assets globally
As of 03/31/2021
At RG Wealth Partners, we’re focused on helping our clients—a select group of successful families and business owners—achieve the goals that matter most. How do we do it? Through a multigenerational wealth management approach that combines strategic legacy planning for the family and comprehensive exit planning for the business. When it comes to understanding what your family needs, we use a well-honed consultative process that is highly comprehensive and unique to you. Having led clients through a variety of market environments, we can provide you with insight and clarity for making better decisions and a strategy for pursuing your personal and professional goals.
Your "Virtual Family Office"
An important component of how we work with you is the experts we bring together for your benefit. This group of accountants, estate planning attorneys, M&A advisors and insurance professionals provides you with an accessible, one-stop resource for your entire financial world. What’s more, our team will align our advice with theirs to deliver one fully integrated plan.
Because change is a constant in our industry, we owe it to you to continually educate ourselves. We are always learning and building on our extensive knowledge and experience to serve you better.
$3.1 trillion
In invested assets globally
As of 03/31/2021
51 countries
Our global footprint
Global leader
UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020
