Financial Planning & Wealth Management Services in Memphis

Clients come to us with a fundamental need for comprehensive, relationship-driven financial planning to meet their investment and wealth management goals. They are also likely to have tax and estate planning needs.

A relationship with RBGWA can offer you the comfort that comes with a trusted and resourceful partner providing wealth management services and strategies that evolve as your needs change over time.

Guidance for Today, Growth for Tomorrow

The Building Blocks of a Wealth Management Strategy

The RBGWA team provides a range of financial planning and wealth management services to help you grow and manage assets as life’s milestones are met, opportunities emerge, and retirement beckons. Each service is delivered with our disciplined, holistic approach while considering your unique needs and circumstances. We encourage you to explore further.

Financial Planning Begin with a realistic and actionable plan, implemented by an experienced and knowledgeable team of advisors.

Investment &  Wealth Management Balancing long-term growth needs with short-term stability, our wealth management services are focused on helping you meet goals in any market environment.

Tax Planning Our CPAs and CERTIFIED FINANCIAL PLANNER® professionals integrate tax strategy into every aspect of your plan, helping you reduce taxes today, and over your lifetime.

Risk Management What’s your Risk Number? When it comes to quantifying your investment risk, our approach doesn’t depend on semantics. We can help pinpoint your current risk, and determine how much risk you will need to take in pursuit of your goals.

Estate Planning We work with you and your attorney to structure a plan that reflects your wishes, shields your family, and considers tax-efficient strategies for transferring wealth.

Charitable Gift Planning Philanthropy may play an important role in your overall financial planning strategy. From donor-advised funds to more advanced strategies, we can help you incorporate charitable giving into your broader financial and estate plan.

Family Office High-net-worth individuals and families alike can face complex financial situations. Our integrated approach accounts for your financial needs in cash-flow management, net worth reporting, risk management, education funding, and other key areas.

Retirement Planning Regardless of your current age, career stage, or level of retirement savings, RBGWA can help you build a plan to work toward your retirement planning goals.

Insurance Planning Insurance planning plays an important role in your overall financial plan. We take a close look to identify gaps and make recommendations for the appropriate coverage. In keeping with our independent, client-first approach, we do this objectively, without product sales or commissions.