Meet RCG

1

Responsible

We oversee our clients’ lifestyles and don’t take chances with their money. We strive to protect their interests as we do our own—because they are. We prioritize communication and taking ownership and believe in doing what we say we will.

2

Collaborative

Unlike other siloed firms that focus only on driving internal efficiencies, we choose to share and take advantage of our entire team’s experience. By providing cumulative experience, we can unlock new ideas and ways to balance wealth and solve complex problems.

3

Balanced

We focus on building well-balanced lives for our clients and ourselves. From retirement and estate planning to investment management and tax strategy, we use a comprehensive, methodical approach to take care of all areas that impact your life.

4

Passionate

From the beginning, we’ve been passionate about our clients’ wellbeing. About being thoughtful and doing things differently. We took the fiduciary oath because we always want to put the needs and interests of our clients above our own.

5

Humble

We’re surrounded by smart people and are grateful for our good fortune. We work together for the good of our clients and the firm. No strings attached.