FINANCIAL PLANNINGFor the Road Ahead
SEE OUR PROCESS
What We Do
Manage Investments
Plan for Retirement
Help Mitigate Taxes
Estate Planning Strategies
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 investing and are ready to relieve yourself of those responsibilities.
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 the 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 Partners
IHT WEALTH MANAGEMENT
Visit Site
LPL FINANCIAL
Visit Site