Affluent Families

Financial Planning for Families & Individuals

Having RG Wealth financial advisors by your side means more money doesn’t have to mean more problems. We offer financial planning for affluent families to ensure financial peace of mind. As wealth increases, estate planning, transferring wealth, protecting assets, and hedging risk becomes more critical and complicated.

Our team has over 30 years of experience helping affluent families and individuals protect their assets. Our planners are here to help you manage and preserve personal wealth, plan for retirement, and transfer wealth to future generations.

How We Help Affluent Families

Our wealth management team utilizes strategies designed to hedge, diversify, and sustainably transfer assets. We provide a variety of services, including:

  • Estate planning (wills, trusts, ancillary planning documents)
  • Wealth transfer plans and strategies
  • Asset protection
  • Risk mitigation through diversification

Why Do Affluent Families

Need Financial Planning?

As your family starts to accumulate wealth, the last thing you want to worry about is what will happen if you were to be incapacitated. Our financial professionals take the guesswork out of the estate and family wealth planning. We help our clients meet their personal financial goals and plan for the distribution of their assets to their loved ones. This is accomplished through the following areas:

Risk Management

Managing your personal and family finances involves a level of risk. Our financial planners will help you weigh the pros and cons of every option available to ensure you have the knowledge needed to decide what is suitable for you and your unique family situation.

Investment Advice

There are several ways to achieve your family’s financial planning goals. Our professionals guide you through the best strategies to pay for a loved one’s college, give aid to a relative in need, or pass wealth or a family business from one generation to the next.

Trusted Results

Planning for your financial future can be wrought with worries and uncertainties. We provide our clients piece of mind through ongoing support, personalized advice, and proven financial strategies to guarantee financial success both now and in the future.

Schedule a Free Consultation

Our wealth advisors are ready to help you formulate a long-term strategy for your finances.
Schedule a free consultation with us today!

Schedule Now

Call Us or Email Us

Wealth Management Tailored to Your Needs

Corporate Executives

Tailored financial advice for CEOs, presidents, and owners of large companies

Learn More

Oil & Gas Professionals

Trusted advisory services offered to employees of oil and gas companies

Learn More

Entrepreneurs

Reliable financial services for individuals who own or manage their own businesses

Learn More

Affluent Families

Estate planning and wealth management services for higher-income families

Learn More

Financial Planning

Partner with certified financial planners for your asset management needs

Learn More

Investment Management

Experience investment advising catered to your long-term financial goals

Learn More

Retirement Planning

Plan for the future with help from our investment plan and wealth advisors

Learn More

Tax Optimization

Maximize your tax returns with strategies from our expert financial advisors

Learn More

CONNECT WITH OUR

Financial Advisors

Send our team a message and we will respond via phone or email in one business day.