Why RB Wealth Partners

Our core values of caring, integrity and trust are the pillars of client relationships. They guide, direct and inspire us to do the right thing and to treat others well.

Based on those core values, we follow a process that:

  • Helps create confidence across all aspects of your financial life.
  • Believes that planning is agile and ongoing.
  • Focuses on Financial Planning first and then Investment Selection second.
  • Measures results based on that which is most important to you, the client.
  • Bridges the gap between business wealth and personal wealth.

Our Story

RB Wealth Partners was founded in 2021 with a focus on Asset Management, Tax Planning Strategies, Business Growth and Exit Planning and Retirement Planning. Based in the Charlotte, NC region, we serve clients along the East Coast and in other parts of the country.

RB Wealth

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.


RB Wealth Partners Charlotte NC

Client Relationship Manager

With 18 years of retail and mortgage banking experience, Swayze joined RB Wealth in 2023 as a Client Relationship Manager. She is a native of Jackson, MS and moved to the Charlotte Metro in 2021 with her husband, and two daughters. She began her banking career as a teller and worked her way up as a loan assistant, branch manager, consumer and commercial lender as well as a mortgage loan officer. Swayze has a passion for building customer relationships and strives to exceed client expectations in handling the day-to-day operations of RB Wealth. In her free time, Swayze enjoys reading, drinking coffee and spending time with her family.

Our Office

17810 Statesville Road, Suite 322, Cornelius, NC 28031