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About RGT
Wealth Management
Investment Management
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Wealth Management

RGT adds simplification to the complex details of managing wealth.  We provide integrated financial independence planning and develop customized investment portfolios that grow with our client’s ever changing lives. Our focus is on innovative strategy and seamless implementation of our client’s individualized plan. Our team of specialists coordinate and work closely with other service providers to provide the following areas of assistance:

  • Personal budgeting and cash flow
  • Bill processing
  • Personal financial statements
  • Life and disability insurance consulting
  • Investment due diligence, management, and portfolio construction
  • Financial Independence planning
  • Estate planning and wealth transfer
  • Education, and specific goal/need planning
  • Foundation management and charitable giving
  • Business investment analysis and succession planning

The above services can be undertaken either on a comprehensive or a modular basis.