Why Our Clients Choose Us

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

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

Straightforward recommendations that clearly define options and ease decision-making

II. Exceptional Guidance

Experience and specialized expertise help us innovate and provide meaningful perspectives

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

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

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

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