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Why Our Clients Choose Us

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The RG Investment Group is a forward-thinking wealth management firm that provides private portfolio management and financial counseling to high-net-worth individuals and families both locally and around the country.  Our goal is to help you to protect and enhance your wealth so that you can support the people, causes and institutions that add meaning to your life.  Our commitment to this mission is defined by three core principles:

I. Personalized Approach

  • In-depth discovery helps us understand our client's goals, priorities, and values

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  • A tailored strategy is developed that helps clients understand where they are today along with guidance for the future

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  • Straightforward recommendations that clearly define options and ease decision-making

     

II. Exceptional Guidance

  • Experience and specialized expertise help us innovate and provide meaningful perspectives

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  • An investment approach that is objective, actively managed, nimble and tied to each clients goals and needs for income and liquidity

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  • Ability to leverage resources and collaborate with outside expertise leads to comprehensive integration solutions
     

III. Dedicated Service

  • A firm-wide commitment to accessibility, responsiveness, efficiency, and attention to detail

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  • A family office service model keeps clients informed of their progress and allows us to educate, prepare, and act where appropriate

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  • A demonstrated and unwavering concern for our clients’ wellbeing creates clarity and builds trust
     

2065 San Elijo Avenue

Cardiff, CA  92007

© 2021 RG Bar Investment Group

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Brokerage and investment advisory products and services, are offered through Wells Fargo Advisors a member of FINRA and SIPC. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state.

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The information provided should not be relied upon in isolation for the purpose of making an investment decision. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. Prior to making any investment or financial decision you should seek advice from a financial, legal and/or tax professional and consider all the facts and circumstances of the investment. The opinions expressed and material provided are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy or transaction. Any views, strategies or products discussed may not be appropriate or suitable for all individuals and are subject to risks.

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Investment and insurance products offered are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

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Member FINRA/SIPC. 

 
This information is intended for use only by residents of the following states:
AZ, CA, CO, DE, FL, HI, IA, GA, IL, MA, MO, MN, NY, PA, SC, TN

 

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