FINANCIAL PLANNINGFor the Road Ahead

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Who We Serve

Pre-Retirees
Business Owners
Sales Professionals

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What We Do

Manage Investments
Plan for Retirement
Help Mitigate Taxes
Estate Planning Strategies

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We don’t believe in one-size-fits-all financial advice. 

Our process starts with understanding your unique story and the things in life most important to you.

Learn. Plan. Action. It’s our mission to help you avoid the big mistakes and capitalize on opportunities.

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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


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.

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RB Wealth Partners Charlotte NC

Our Partners

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LPL FINANCIAL

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IHT WEALTH MANAGEMENT

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