RB Wealth Partners
Financial Services - Charlotte, North Carolina, United States
RB Wealth Partners Employees
RB Wealth Partners Details
At RB Wealth Partners we take pride in helping people Work Because They Want Too, NOT Because They Have Too. This is our primary focus because this is what we hear most often from our clients and prospective clients. Very people we work with plan on "retiring" and sitting around the house. Many of our clients truly enjoy what they do and financial freedom to them means reaching a point where they are no longer working out of necessity. They have secured their financial futures and our continuing to "work" because it is something that brings them a certain level of happiness. We focus on achieving this point in time through indepth conversations about the things most important in life and applying this information to holistic wealth management strategies such as Portfolio Management, Tax Strategies, Life Insurance Planning, and more.
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