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.
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.
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.