WHEN YOU NEEDIndividualized Solutions
To Help Manage, Grow and Preserve Your Wealth Generated From Commissions or Ownership Interests.
LET'S CONNECT
Who We Serve
Automotive Dealership Professionals
Business Owners and Entrepreneurs
What We Do
Tax Planning Strategy
Business Growth and Exit Planning
Retirement Income Strategy
Why RB Wealth Partners
Our experience allows us to serve clients who have built or are building their wealth through commission-based compensation or business ownership. They have a specific set of financial needs and think similarly. One of their biggest challenges is up and down income streams which can make regular savings plans difficult. Our team understands deeply what clients go through to take care of themselves and their families.
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Rob Bacharach, CFP® CRPC®
Rob founded RB Wealth Partners in 2021 after serving as co-founder and financial planner at Carter Bacharach Financial Group. He holds both a CERTIFIED FINANCIAL PLANNERTM and Chartered Retirement Planning CounselorTM professional designations. Rob has a passion for solving complex financial matters for those who earned their current positions every step of the way and creating long-term personal relationships with his clients.
