WHEN YOU NEEDIndividualized Solutions

To Help Manage, Grow and Preserve Your Wealth Generated From Commissions or Ownership Interests.

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Who We Serve

Executives and Sales Professionals

Automotive Dealership Professionals
Business Owners and Entrepreneurs


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What We Do

Fee-Based Portfolio Management
Tax Planning Strategy
Business Growth and Exit Planning
Retirement Income Strategy


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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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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.

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RB Wealth Partners Charlotte NC
RB Wealth Partners Charlotte NC

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