Connecting the Dots
Our Connecting the Dots series features market commentary from our PGIM partners, as well as other strategists....read more
WORK BECAUSE YOU WANT TONot Because You Have To
Who We Serve
Executives and Sales Professionals
Learn MoreBusiness Owners and Entrepreneurs
Automotive Dealership Professionals
What We Do
Fee-Based Portfolio Management
Tax Planning Strategy
Equity-Based Compensation Planning
Retirement Income Strategy
LEARN MORETax Planning Strategy
Equity-Based Compensation Planning
Retirement Income Strategy
Get Started
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 NowWhy RB Wealth Partners
You 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.
MEET
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.
