Robertson, Griege & Thoele is an independent financial advisory firm headquartered in Dallas, Texas with an office in Newport Beach, California. Founded in 1985, Robertson, Griege & Thoele has been serving clients with the highest standards of integrity, excellence, and innovation for 28 years. We are the trusted adviser for select individuals and families who desire a customized approach to their investment management and financial planning needs. We typically advise high net worth individuals such as corporate executives, professionals, business owners, professional athletes, and other clients of substantial income and/or assets. We are on Barron's list of the Top 100 Independent Financial Advisers and our financial advisers are repeatedly named some of the best in Dallas by D Magazine.
RGT named in the December issue of D Magazine - Best Financial Planners and Top Wealth Managers - Click here to view
RGT named in the December issue of DCEO - The Best Kept Secret. Click here to view.
Click here to view the 2014 Q4 Market Commentary
Our very own Chuck Thoele has written a book Bulls, Bears and Basketball.
This book connects two of his greatest loves—helping people manage their money and the annual spectacle of the NCAA Tournament.
to read more.