Our Focus

The long-term financial well-being of every client.

Our Methodology

We employ an evidence-based portfolio design rooted in academia and Nobel prize winning economics designed to optimize expected rates of return.

Our Wealth Team

Every RVW Wealth advisor is a CPA, chartered financial analyst, or a personal financial planner.

Our Three Core Values

1
We are fee-based managers whose sole financial goal is to help you reach yours in a planned and systemic manner. We are compensated solely through your (fully disclosed) fees, taking no undisclosed commissions or other 3rd party incentives. Our interests are fully aligned with yours.
2
We are your fiduciaries and always act solely in your best interests, which we place ahead of our own.
3
We are absolutely objective and bottom-line oriented.