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#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
There is a lot more that goes into planning for retirement than just "the numbers". If you are age 50 or older, you might be thinking "I'm entering a new stage of life; I need to take my personal financial plan more seriously"... and you're right. Do you need to get a handle on "the numbers" and everything else that goes into a successful plan for retirement?
Sudden money can be great news for you and your family, but you might not be prepared to deal with it properly... or the emotions that can come with it. The most important thing to do is to slow down and carefully consider your next move. Do you know what steps should you take to make your wealth last?
My approachable, unassuming podcast explains various wealth management concepts and topics in 10 minutes or less! One 10 Spot at a time, I focus on a timely or listener-requested topic in the personal finance, family planning, or institutional investing world. Join me for a 10 Spot and find the answer to a question you have always wanted to ask – or were afraid to!
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Vice President–Wealth Management
Certified Private Wealth Advisor®
An industry veteran since 2005, Rob is one of the partners of The Wealth Consulting Group and has devoted his career to providing comprehensive financial planning.
Rob is both a Certified Private Wealth Advisor® (CPWA®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, a Certified Exit Planning Advisor (CEPA©), and an Accredited Domestic Partnership Advisor (ADPA). He is a goals-oriented planner with vast experience helping families make well-informed financial decisions at every stage of their lives. He caters to established, multi-generational family wealth and those with a liquidity event on the horizon that will set their family on a similar path.
Rob’s professional licenses include the Series 7, 65, 66, and 31 along with licenses for variable annuities, life, accident, and health insurances.
His bachelor’s degree in Finance comes from Oakland University where he continues to serve his alma mater in two unique capacities. Rob is the Secretary of the Oakland University Alumni Association, where the board provides counsel and advice to the Office of Alumni Engagement, University Advancement, President, and other members of university leadership. He also serves as the Chair of the Champions Club and liaison to the Men’s Basketball Team where he advocates for a comprehensive student-athlete experience that prepares them for life beyond the court.
Rob, his wife, Summer, and their children, Sienna and Jackson, live in the City of Rochester. With a passion for his community, he proudly served as Mayor for the City of Rochester, was the first Chair of the City of Rochester’s Pension/OPEB Board and served numerous other City-related organizations. After choosing to not to run for another term, his constituents these days are the youth of Cub Scout Pack 902 where he serves as Cubmaster.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
I can provide individualized guidance in the following areas to help you pursue your wealth management goals:
Vice President–Wealth Management
Certified Private Wealth Advisor®
An industry veteran since 2005, Rob is one of the partners of The Wealth Consulting Group and has devoted his career to providing comprehensive financial planning.
Rob is both a Certified Private Wealth Advisor® (CPWA®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, a Certified Exit Planning Advisor (CEPA©), and an Accredited Domestic Partnership Advisor (ADPA). He is a goals-oriented planner with vast experience helping families make well-informed financial decisions at every stage of their lives. He caters to established, multi-generational family wealth and those with a liquidity event on the horizon that will set their family on a similar path.
Rob’s professional licenses include the Series 7, 65, 66, and 31 along with licenses for variable annuities, life, accident, and health insurances.
His bachelor’s degree in Finance comes from Oakland University where he continues to serve his alma mater in two unique capacities. Rob is the Secretary of the Oakland University Alumni Association, where the board provides counsel and advice to the Office of Alumni Engagement, University Advancement, President, and other members of university leadership. He also serves as the Chair of the Champions Club and liaison to the Men’s Basketball Team where he advocates for a comprehensive student-athlete experience that prepares them for life beyond the court.
Rob, his wife, Summer, and their children, Sienna and Jackson, live in the City of Rochester. With a passion for his community, he proudly served as Mayor for the City of Rochester, was the first Chair of the City of Rochester’s Pension/OPEB Board and served numerous other City-related organizations. After choosing to not to run for another term, his constituents these days are the youth of Cub Scout Pack 902 where he serves as Cubmaster.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
I can provide individualized guidance in the following areas to help you pursue your wealth management goals:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
51 countries
Our global footprint
More than 160 years
offering financial advice
