Connecting the Dots
Our Connecting the Dots series features market commentary from our PGIM partners, as well as other strategists....read more
Business Owners and Entrepreneurs
Automotive Dealership Professionals
We offer a complimentary, one-hour conversation where you ask questions and we provide helpful initial answers. You then have a no-pressure opportunity to decide how to proceed.
Book NowYou believe time is your most valuable asset and wish to spend it doing the things you love most.
You are stressed from DIY investments and are ready to see what life is like on the other side.
You are looking for an On-Call Professional Guide to help make important financial decisions.
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.
Our Connecting the Dots series features market commentary from our PGIM partners, as well as other strategists....read more