WORK BECAUSE YOU WANT TONot Because You Have To

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Who We Serve

Executives and Sales Professionals

Business Owners and Entrepreneurs
Automotive Dealership Professionals


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What We Do

Fee-Based Portfolio Management
Tax Planning Strategy
Equity-Based Compensation Planning
Retirement Income Strategy


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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.

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Why RB Wealth Partners

RB Wealth Partners Charlotte NC

You believe time is your most valuable asset and wish to spend it doing the things you love most.

RB Wealth Partners Charlotte NC

You are stressed from DIY investments and are ready to see what life is like on the other side.

RB Wealth Partners Charlotte NC

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.

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RB Wealth Partners Charlotte NC

For Your Information

March 28, 2022

Connecting the Dots

Our Connecting the Dots series features market commentary from our PGIM partners, as well as other strategists....read more

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